Editor's note: A week later, multiple "crypto concept leading stocks" we mentioned previously have seen varying degrees of increase, particularly Circle, which has seen the most significant rise, once again standing above $100, with a long-term target price expected to reach around $130-150. In addition, affected by the energy war, mining companies are seizing the opportunity to accelerate transformation, leading to relatively small fluctuations in stock prices and a significant increase in the sector. Furthermore, related to AI concepts is the WLD treasury company Eightco Holdings Inc., which is part of the "OpenAI investment concept stocks." Moreover, among the treasury companies of altcoins, following the impressive performance of TRON, TON, BERA, and DOGE related listed companies still have movements recently.
Below is the summary of the coin and stock market information from last week, compiled by Odaily Planet Daily, all U.S. stock data comes frommsx.com.
The Iran war may see a turning point, mining companies face profit pressure and accelerate transformation, institutions bullish on U.S. stocks
Bitcoin miners brace for the 2028 halving: profit pressure, tightening energy, industry shifting towards "infrastructure"
As the next Bitcoin halving (expected in 2028) approaches, miners are facing a more severe operating environment than in 2024, when block rewards will drop from 3.125 BTC to 1.5625 BTC, while rising energy costs, record-high network hash rates, and tightened capital are continuously narrowing profit margins for the industry.
Data shows that mining companies have already entered a phase of "de-leveraging" and cash flow optimization: MARA Holdings sold over 15,000 BTC in March, Riot Platforms sold more than 3,700 BTC in the first quarter, Cango sold 2,000 BTC to repay debts, while Bitdeer even reduced its BTC holdings to zero in February.
Industry insiders point out that miners are shifting from "pure hashing power competition" to "capital and energy management capability competition." GoMining CEO Mark Zalan stated, "Capital discipline is more important than hashing power expansion"; Cango also indicated that operators with scalable and diversified energy layouts will have greater survival advantages in the future. Meanwhile, mining companies' business models are being restructured from single block reward income to a "power + hashing power infrastructure" model, which includes participating in grid peak-shaving, waste heat recovery, and accommodating AI hash power demands, among various income sources.
BlackRock resumes bullish outlook on U.S. stocks, believes the impact of the Iran war is manageable
BlackRock strategists have resumed a bullish allocation outlook for U.S. stocks, believing that the impact of Middle East conflict on global economic growth is "likely to be manageable." After adjusting risk and shifting to a neutral stance weeks ago due to escalating Middle East conflicts, the strategist team led by Jean Boivin, head of BlackRock Investment Institute, stated in a report on Monday local time that they have been monitoring "two signals of increased risk exposure," including the recovery of shipping through the Strait of Hormuz and signs of limited economic impact from the war. They noted, "We have seen progress in both areas," and that the recent ceasefire is "crucial," indicating that the threshold for returning to war is "high." BlackRock also emphasized the upcoming earnings season. "Even during times of conflict, corporate earnings expectations are still rising, partly benefiting from the AI theme." Regarding U.S. stocks, BlackRock stated, "The impact of Middle East conflict on global growth is manageable, coupled with strong earnings expectations—especially in the technology sector—which keeps us risk-tolerant."
Company dynamics updates for coin stocks over the week
Representative companies in BTC treasury listings
According to SoSoValue data, as of 8 AM Eastern Time on April 13, 2026, the total net buy of Bitcoin by globally listed companies (excluding mining companies) in a single week was $1 billion, an increase of 36% compared to last week.
Strategy (formerly MicroStrategy) announced an investment of $1 billion (an increase of 203% compared to last week) to purchase 13,927 Bitcoins at a price of $71,902, bringing the total holdings to 780,897 Bitcoins.
The Japanese listed company Metaplanet did not purchase any Bitcoin last week.
Additionally, there was another company that purchased Bitcoin last week. A French Bitcoin company announced on April 13 that it invested $2.6 million to buy 37 Bitcoins at a price of $70,168.90, bringing the total holdings to 2,925 Bitcoins.
As of the time of writing, the global listed companies (excluding mining companies) in the statistics hold a total of 1,047,244 Bitcoins, an increase of 1.35% compared to last week, with a current market value of approximately $7.429 billion, accounting for 5.2% of Bitcoin's circulating market capitalization.
Representative companies in ETH treasury listings
Ethereum treasury company Bitmine Immersion Technologies disclosed last week that it increased its holdings by 71,524 ETH, and its current cryptocurrency asset holdings include 4,874,858 ETH, 198 BTC, $85 million worth of Eightco Holdings shares, and $200 million worth of Beast Industries shares. In addition, the total amount of ETH staked by the company is 3,334,637 ETH (calculated at $2,206 per ETH, totaling $7.4 billion).
Furthermore, the Ethereum treasury company Bitmine announced that the company's ordinary shares began trading on the New York Stock Exchange on April 9, 2026, with the stock code still as "BMNR." Besides the listing upgrade, the Bitmine board unanimously approved the expansion of the company's stock repurchase plan for 2025, raising the total authorized amount from $1 billion to $4 billion.
The Ethereum treasury company The Ether Machine and the Special Purpose Acquisition Company (SPAC) Dynamix Corporation (code: DYNX) announced on Friday that both parties have agreed to terminate the previously planned merger transaction valued at $1.6 billion due to adverse market conditions. According to documents submitted to the U.S. Securities and Exchange Commission (SEC), The Ether Machine must pay Dynamix a $50 million termination fee within 15 days.
The merger agreement was first disclosed in July 2025, with the original plan to list The Ether Machine on Nasdaq under the code ETHM. Regarding the scale of the transaction, the agreement included a total committed PIPE financing of $1.5 billion (reportedly the largest amount for such common stock financing since 2021) and about $170 million in the Dynamix trust account, with the merged company expected to hold over 400,000 Ethereum.
Representative companies in SOL treasury listings
DeFi Development disclosed it held 2.22 million SOL and over 656,000 dfdvSOL at the end of March
NASDAQ-listed Solana treasury company DeFi Development released its March operating report, disclosing that it held 2.22 million SOL by the end of March, with the holding of liquid staking token dfdvSOL having increased from 513,000 to over 656,000. Additionally, DeFi Development stated it would continue to push for strategic investment in the stablecoin protocol Apyx.
SOL Strategies acquires Darklake Labs for $1.2 million
The Solana treasury company SOL Strategies officially announced a final acquisition agreement with Solana-native zero-knowledge technology company Darklake Labs, with a total transaction price of approximately $1.2 million, of which about $1 million will be paid in company common stock. After the acquisition is completed, the founding team of Darklake will join SOL Strategies, including former Meta/IBM engineer Vitor Py Braga, former Coinbase compliance executive Amber Hales, and ZK research head Tiago Alves, to promote the development of privacy technology in the Solana ecosystem.
Representative companies in altcoin treasury listings
TON treasury company AlphaTON Capital announced a strategic financing agreement with Vertical Data with a total scale of approximately $43 million, expected to close in the second quarter of 2026. AlphaTON stated that this financing cooperation focuses on AI hardware deployment, aiming to accelerate its "privacy computing" and sovereign AI infrastructure construction, and support the integrated development of AI, digital assets, and confidential computing. It is reported that its AI and privacy computing infrastructure will also provide underlying computing support for the relevant applications of partners such as Telegram and Animoca Brands.
NASDAQ-listed company Eightco Holdings updated its holdings, disclosing that as of April 6, 2026, it holds total assets valued at $321 million, including: 277,222,975 Worldcoin (WLD), 11,068 ETH, a $90 million investment in OpenAI, a $25 million investment in Beast Industries, and holding $110 million in cash and stablecoins.
Eightco Holdings stated that it currently holds nearly 9% of the circulating WLD supply, making it one of the largest publicly traded participants in the Worldcoin ecosystem, with the investment in OpenAI accounting for about 30% of the company’s total assets. It also provides retail investors with an indirect way to hold OpenAI through the public market. The company’s CEO Kevin O'Donnell stated, "Holding Eightco is like owning a piece of OpenAI."
NASDAQ-listed company Brag House Holdings announced that its shareholders approved the merger proposal with the official entity House of Doge of the Dogecoin foundation with over 98% of the vote, and both parties plan to launch a listed platform that connects sports, digital finance, and blockchain infrastructure, while integrating Brag House’s resources in college sports and media.
Greenlane approves a $2 million stock repurchase plan, BERA holdings increase to 77.9 million
NASDAQ-listed BERA treasury company Greenlane Holdings announced that its board has approved a $2 million stock repurchase plan. Additionally, the company released its annual financial report, which disclosed that after increasing its holdings of 7.5 million BERA tokens, the total holdings as of April 7, 2026, have increased to 77.9 million, accounting for approximately 32% of the current BERA circulating supply.
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