Yields for five-year US Treasury bonds are up 4%, putting a damper on Bitcoin price, which has ended the month much where it started. This month, Bitcoin’s hashrate fell 6% after the US and Israel attacked Iran, highlighting Iran’s significant crypto mining activity. Bitcoin price, meanwhile, remains lackluster. Higher 4% yields on US Treasury bonds have added pressure, and investors are seeking less risky prospects amid geopolitical tension. Less appetite for crypto trading has proven problematic for Robinhood. The trading platform’s stock is down 16% on the month, and leadership has announced a stock buyback program. Read more
Digital asset products saw $414 million in outflows last week as inflation fears, US Fed rate hike expectations and Middle East tensions drove a shift toward risk-off sentiment. Crypto investment products saw their first weekly outflows in five weeks last week, with $414 million exiting the market as investors grew cautious over rising inflation risks and escalating tensions in the Middle East. The pullback came as expectations for the June Federal Open Market Committee (FOMC) meeting in the US shifted from potential rate cuts to rate hikes, signaling a tougher macro backdrop for risk assets, CoinShares reported Monday. Total assets under management fell to $129 billion, returning to levels last seen in early February and “broadly comparable to April 2025, during the initial phase of Trump’s tariffs,” CoinShares head of research James Butterfill said. Read more
US Bitcoin ETFs saw outflows of $171 million on Thursday as market participants feared another weekend escalation in the US-Israel conflict with Iran. Update (March 27, 2026, 10:52 am UTC: This article has been updated to include comments from Shawn Young, chief analyst at MEXC Research. US spot Bitcoin exchange-traded funds (ETFs) logged $171 million in outflows on Thursday, their biggest day of redemptions since March 3, when they posted $348 million in outflows. BlackRock’s iShares Bitcoin Trust ETF (IBIT) led the outflows with $41 million, Fidelity’s Wise Origin Bitcoin Fund (FBTC) followed with $32 million, the ARK 21Shares Bitcoin ETF (ARKB) sold $30.5 million, and Grayscale’s Bitcoin Trust ETF (GBTC) sold $24 million, according to data from Farside Investors. Read more
Bitcoin is beating gold during the Iran war, but its dependence on liquidity cycles keeps the safe haven narrative in question. Before the Iran war broke out, Bitcoin spent months trading sideways while gold rallied to record levels. At the time, gold was seen as the go-to safe haven; inflation concerns remained persistent and geopolitical tensions continued to build, while Bitcoin (BTC) failed to live up to that role. Nearly a month after the US and Israel launched the first strikes on Iran on Feb. 28, that view is being challenged. Bitcoin initially fell to $63,176 on the news of the attacks but has since risen about 12% to $71,012, as of Wednesday. Read more
Bitcoin bounced back above $71,000 after US President Donald Trump’s administration sent a proposal to Iran aimed at ending the war. Bitcoin (BTC) rose back above $71,000 during the early Asian trading hours on Wednesday after Trump’s administration offered a 15-point plan to Iran to end the war, sparking short-term optimism across risk assets. Key takeaways: Bitcoin bounces 4% to $71,500 after President Trump sent Iran a 15-point proposal aimed at ending the war. Read more
Falling tech stock prices and rising bond yields have forced a rush for cash, preventing Bitcoin from gaining any bullish momentum. Key takeaways: Investors dumped gold and bonds for cash as war-driven oil spikes and inflation forced a defensive market stance. Rising yields and a 20% rate hike chance signal a tight outlook, leaving Bitcoin vulnerable amid soaring US debt. Read more
BTC price fell below $70,000 on macro tensions as analyst considered a possible bullish "regime shift" already starting to play out for Bitcoin. Bitcoin (BTC) fell below $70,000 at Tuesday’s Wall Street open as macro assets fell over Iran war tensions. Key points: Bitcoin fails to turn $70,000 support as macro selling pressure sparks losses across global assets. Read more
Bitcoin moved back above $71,000 after US President Donald Trump postponed Iran strike for five days, sending oil price crashing below $100. Bitcoin (BTC) broke back toward $71,000 during Monday’s European trading session as US President Donald Trump said attacks on Iran’s power infrastructure would be postponed. Key takeaways: Bitcoin bounces 5% to $71,000 after President Trump said US attacks on Iran's infrastructure would be postponed. Read more
Bitcoin and Asian markets dropped on Monday as Iran escalated threats to strike critical infrastructure in the Gulf. Crypto and the wider markets tumbled on Monday as the US and Iran escalated threats toward one another for the fourth week, sending oil prices seesawing. US President Donald Trump posted to Truth Social on Sunday that the US would “hit and obliterate” Iranian power plants, “starting with the biggest one first,” if the country didn’t open the Strait of Hormuz within 48 hours. Iran responded by saying it will answer any US strikes on its power or water infrastructure with attacks on US and Israeli assets in the Gulf and threatened to completely close the Strait, one of the world’s vital oil shipping lanes. Read more
Gold is also being impacted by rising anticipation that the US Federal Reserve won’t cut interest rates this year, while Fed chair Jerome Powell said inflation would rise. Gold tumbled another 3.5% to $4,488 per ounce on Friday, marking an 11% fall for the week and the largest weekly loss the precious metal has seen since 1983 as geopolitical instability and uncertainty in the Middle East continue to weigh on the markets. Gold has fallen more than 15% since Feb. 28, when the US and Israel first attacked Iran, erasing part of the rally that pushed its price up to the $5,500 mark in late January and casting doubt on its safe haven status. TradingView confirmed that March 16-20 was gold’s worst-performing week since 1983. The 11% weekly fall was slightly larger than the last week of January, when gold shot up to about $5,320 before diving to $4,650, a drop that saw more than $2 trillion shaved off the precious metal’s market cap in days. Read more
Iran-linked contracts drove prediction market activity higher as the CFTC opened rulemaking and Democrats moved to ban war and death bets. Prediction market activity has climbed sharply as traders flock to contracts tied to the escalating US-Iran conflict, while Washington moves toward clearer federal rules for event contracts and a legislative push to explicitly bar markets tied to war, terrorism and death. Notional trading volume on Polymarket and Kalshi rose to new all-time highs during the week ending Monday, March 9, to $2.49 billion and $2.85 billion, respectively, according to Token Terminal data. The growing activity has pushed the total notional volume across all prediction markets to $145 billion through 2.8 million unique users, data from Dune shows. While the ongoing conflict drives more activity to these platforms, US regulators are seeking public feedback on new prediction market legislation and weighing a potential ban on war and terrorism-related event contracts. Read more