On March 5, 2026, Anthropic reported that its annual revenue has climbed beyond $19 billion, more than doubling from a $9 billion run rate late last year, driven by greater usage of its AI models and tools such as Claude Code. On the same day, the Information Technology Industry Council sent a letter to U.S. Defense Secretary Pete Hegseth warning that a prospective supply chain risk designation arising from a procurement dispute could curb federal access to leading American tech services. The policy clash follows a recent decision by President Donald Trump to order a federal agency‑wide ban on Anthropic with a six‑month phaseout and comes as the company, now valued at about $380 billion, signs a three‑year AI cooperation MoU with the Rwandan government in Kigali.

After a sharp drop toward $63,000, Bitcoin has rebounded to trade near $72,000 and is holding above the key $70,000 level, forming a tightening pattern that could open the way toward $76,380. XRP is consolidating between its 26-day EMA and rising support after recovering from lows near $1.25, while Shiba Inu has slid to around $0.0000055 and is approaching potential bottom areas between $0.0000045 and $0.0000048. Market participants are watching whether these technical zones trigger renewed buying or extend the current corrective phase.

In the current cycle, Bitcoin’s dominance has risen by 1.75% in under 72 hours while 38% of altcoins trade close to their all-time lows, signaling a sharp divergence in market flows. This pattern, combined with rock-bottom social volume for altcoins and a planned $16 billion liquidity injection by the Federal Reserve this week, may set up conditions for a broader crypto rotation after Bitcoin’s latest move.

On March 4 2026 in Barcelona, Xiaomi president Lu Weibing said the company aims to introduce an updated in-house smartphone processor every year after launching its first XRing O1 chip built on a 3 nanometer process. He added that Xiaomi is preparing an international AI assistant linked to its future electric vehicle sales abroad, while humanoid robots are already being tested on EV factory lines to handle tasks such as installing nuts and moving materials.

XRP is testing the 200 EMA while holding the lower boundary of a multi‑month descending channel, creating a compressed setup around critical resistance. Analysts highlight that a weekly close above the 200 EMA and $1.55 could confirm a bullish shift, with $2.20 as the next key upside target. Failure to clear these levels may instead trigger a move toward supports around $1.26 and possibly the $0.95–$0.85 area.

Zerohash has submitted an application to the U.S. Office of the Comptroller of the Currency for a national trust bank charter so it can offer a wider range of digital asset services. The proposed trust bank would focus on custody for digital assets and fiat, custodial staking, transfer agent functions, and stablecoin management rather than traditional deposit-taking or lending. If approved, the charter could place Zerohash under federal oversight and potentially make it more attractive to institutional clients.

On March 2, 2026, the Depository Trust & Clearing Corporation added Hidden Road Partners CIV US LLC, now operating as Ripple Prime, to the National Securities Clearing Corporation Market Participant Identifiers directory. The prime brokerage had previously been acquired by Ripple for $1.25 billion after serving over 300 institutional clients and processing about $3 trillion in annual financing trades. This NSCC listing enables Ripple Prime to handle over-the-counter transactions through a centralized clearing system and has been interpreted by XRP holders as a sign that Ripple is embedding itself in traditional market infrastructure.

Bitwise CIO Matt Hougan argued that the Iran-related escalations over the weekend turned crypto venues like Hyperliquid and Tether Gold into the main global hedging channels while traditional markets were shut. He highlighted Hyperliquid's real-time oil pricing, a 30% weekend jump in HYPE, and a $300 million volume spike in Tether Gold as evidence that on-chain finance may be advancing faster than his previous 5‑10 year outlook.