Author: James Wilson
Altcoins are stuck in one of the deepest drawdowns of this cycle, with just 5% of Binance‑listed tokens trading above their 200‑day moving average and spot volumes down roughly 80% from October peaks, even as on‑chain and sentiment indicators quietly set the stage for a violent rotation. Summary Altcoin spot volume on Binance has collapsed from $40–$50 billion a day in October 2025 to about $7.7 billion, while the altcoin‑to‑Bitcoin volume ratio on CEXs has slid from around 3.5 in 2025 to near 2.2 in early 2026. Only about 5% of Binance‑listed altcoins currently sit above their 200‑day simple moving…
Two early Kalshi alumni are raising up to $35M for 5c(c) Capital, a fund backed by Kalshi and Polymarket CEOs to invest in market makers, indices and tooling for prediction markets. Summary Former Kalshi staffers are raising up to $35 million to back prediction market infrastructure startups. The new fund, 5c(c) Capital, has support from Kalshi CEO Tarek Mansour, Polymarket CEO Shayne Coplan, and top venture firms. The vehicle plans to make around 20 investments over two years across market makers, indices, and tooling for event‑based markets. Former employees of regulated prediction market venue Kalshi are raising up to $35 million for…
The Russell 2000’s 2% rebound after a 10% correction signals a tentative risk‑on turn in U.S. stocks, giving Bitcoin and altcoins fresh “permission to breathe. Summary The small-cap Russell 2000 index jumped about 2% after a bruising correction, signaling a tentative return of risk appetite in U.S. equities. Traders say the move is part of a broader “relief rally” that has also lifted high‑beta crypto and altcoins after weeks of macro and geopolitical stress. Rising stock–crypto correlation means small‑cap strength is increasingly viewed as a green light to rotate from cash into higher‑volatility tokens and perps. The Russell 2000’s roughly 2% intraday…
Summary Origins Network has raised $8 million in strategic funding to build a modular blockchain tailored for AI agents with verifiable computation. The round includes Animoca Brands and other Web3 investors, with the project pitching a “Proof of Computation” design that separates heavy AI workloads from onchain verification. Origins is already working with AWS, Tencent Cloud, and Alibaba Cloud, positioning itself at the intersection of crypto infrastructure and the fast‑growing agentic AI stack. Origins Network has secured $8 million in strategic financing to build a modular blockchain purpose‑built for AI agents, betting that verifiable compute will be the missing trust layer for the next wave of autonomous systems.…
Summary Bitcoin treasury firm Empery Digital sold 63 BTC for about $4.6 million to help fund share repurchases. The company simultaneously announced a $25 million registered direct equity offering at $5.39 per share plus warrants, largely to repay a $50 million repo facility. Empery now holds 3,439 BTC in treasury and is explicitly prioritizing stock buybacks over additional Bitcoin accumulation in the near term. Bitcoin (BTC) treasury company Empery Digital Inc. has sold 63 BTC for an average price of $72,791 per coin, generating roughly $4.6 million in gross proceeds to fund an aggressive stock repurchase program. The sale, executed during the week ending March 20, 2026 and…
Polymarket is tightening insider‑trading and manipulation bans across its DeFi app and CFTC‑regulated U.S. exchange, adding surveillance, NFA oversight and formal whistleblower channels. Summary Polymarket rolls out enhanced market integrity rules for both its DeFi platform and CFTC-regulated U.S. exchange. New policies sharpen bans on insider trading, manipulation, and abusive tactics, backed by multi-layered surveillance and public reporting channels. Move comes as regulated prediction markets scale rapidly under U.S. CFTC oversight and institutional interest in crypto-linked event trading surges. Polymarket has published upgraded market integrity rules spanning its DeFi platform and its CFTC‑regulated U.S. exchange, tightening prohibitions on insider trading,…
Crypto fear index slumps as investors dump XRP, SOL and AAVE, rotate into cash and stables, and test whether extreme fear sets up the next recovery leg. Summary Crypto Fear & Greed Index falls to 8, locking in one of the deepest “extreme fear” readings of this cycle as traders dump risk across majors like XRP, SOL and DeFi plays such as AAVE. Total crypto market cap holds around $2.36 trillion even as investors aggressively de‑risk and rotate out of high‑beta altcoins into cash and stablecoins. Analysts warn that “extreme fear grips the market,” but note that structurally, such levels…
Strategy added more bitcoin during the latest market pullback, extending a buying pattern that has continued through recent volatility and rising geopolitical tension. Summary Strategy bought 1,031 BTC at $74,326, raising its total bitcoin holdings to 762,099 BTC. The latest purchase was smaller than last week’s 22,337 BTC acquisition worth $1.57 billion. Bitcoin fell below $70,000, leaving Strategy under pressure on its latest purchase during market volatility. Meanwhile, the company disclosed that it bought 1,031 BTC for $76.6 million, bringing its total holdings to 762,099 BTC. The latest purchase came as bitcoin traded above $74,000 early last week before falling…
Crypto prices opened lower in Asia on Monday as fresh pressure from oil markets and geopolitical tension weighed on risk assets. Summary Crypto prices dropped in Asia as war fears and oil market stress pressured investor sentiment again. Traders are watching PMI, jobless claims, and sentiment data for clues on rates inflation. Bitcoin and Ether weakened as rising energy costs and macro risks weighed on markets. Meanwhile, investors are also watching a packed U.S. data calendar this week, with new reports on business activity, jobless claims, consumer sentiment, and inflation expectations due between March 23 and March 27. Crypto markets…
On-chain investigator ZachXBT has reported a coordinated group of social media accounts that used war-related and political posts on X to direct users toward crypto scams. Summary ZachXBT traced more than 10 X accounts using war panic posts to attract users into crypto scams. The network bought follower-rich accounts, reposted fear-driven content, then promoted fake giveaways and pump-and-dump tokens. On-chain data suggests the coordinated scam cluster earned six figures through misleading posts and social engineering. His latest thread says the network included more than 10 accounts and relied on fear-driven content to gain reach during the ongoing Middle East conflict.…