Monthly inflows into digital asset treasury companies have fallen to roughly $555 million, the lowest level recorded since October 2024. Bitcoin has led these treasury allocations in most months, with August and September 2025 as exceptions, while overall inflows have struggled to recover after the post‑election surge.

Kalshi co-founder Tarek Mansour outlined a carveout for the "Ali Khamenei out as Supreme Leader" market, refunding fees and settling pre-death positions at the last-traded price. According to Iranian state media, Khamenei's death was reported early Sunday; users who entered afterward were reimbursed the difference between their entry price and the prior last trade.

Samson Mow, CEO of Bitcoin-focused firm Jan3, argues that Bitcoin is significantly undervalued compared with gold and the global money supply, pointing to a 24%–66% discount to trend and an overextended gold price above $5,247 per ounce. He highlights the Bitcoin-to-gold Z-score, now around -1.24, noting that past drops below -2 or -3 in 2020 and 2022 preceded rallies of more than 150% and 300%. Other market analysts, however, warn that current price action resembles the 2022 bear market and suggest Bitcoin could retreat toward $50,000 despite its recent recovery to around $66,400.

On Sunday, chairman Michael Saylor said Strategy will raise the monthly dividend on its perpetual STRC preferred to 11.50% for March 2026, up from 11.25%. A Friday website update confirmed the 25-basis-point adjustment, with the next payout scheduled for March 31 to shareholders of record.

Anthropic CEO Dario Amodei has pushed back against a United States Defense Department move that designates the company as a "supply chain risk," barring military contractors from using its AI products. Amodei said his firm opposes applications such as mass domestic surveillance and fully autonomous weapons but supports other U.S. government use cases, while rival OpenAI has accepted a Defense Department contract to deploy its models on military networks.

On a Wednesday in 2026, the board of GD Culture Group authorized the potential sale of its 7,500 Bitcoin treasury holdings to help fund an already announced stock buyback program of up to $100 million over six months. The AI and digital marketing-focused holding company acquired the BTC in a September 2025 deal worth $875 million, entering the market when Bitcoin traded between $109,000 and $117,000. Following the latest announcement, the firm's shares rose more than 24% to $4.13, while its Bitcoin reserve was valued at about $517.5 million and its market capitalization stood near $236.7 million.

The market value of tokenized US Treasurys has grown from $8.9 billion on Jan. 1, 2026 to more than $10.8 billion, adding over $1 billion in a few months. This onchain segment of US government debt has expanded despite a broader crypto downturn, rising US debt levels and macroeconomic uncertainty. Data providers also note a 50-fold increase in tokenized Treasurys since 2024, supported in part by BlackRock's BUIDL fund and upcoming tokenization services from DTCC.

Staff at the SEC’s Division of Trading and Markets clarified last week that broker-dealers may apply a 2% haircut to stablecoin balances when calculating net capital. Commissioner Hester Peirce welcomed the change, and industry voices said it lets firms hold and use stablecoins without skewing capital ratios.

Digital asset firm New Frontier Labs has selected BitGo Bank & Trust National Association, part of crypto infrastructure company BitGo, to issue and custody the FYUSD dollar-pegged stablecoin for institutional investors in Asia. FYUSD follows the GENIUS Act framework, including 1:1 backing with cash or short-term US Treasurys and AML/KYC controls, and is supported by Fypher tools that enable programmable settlement for AI-driven commerce.