CryptoQuant analyst Darkfost reports that around 38% of altcoins are trading close to their all-time lows, a deeper drawdown than after the FTX collapse. Altcoin liquidity and sentiment have deteriorated since the October 2025 crash, with capital rotating into equities and commodities while social and search interest in altcoins falls to multi‑year lows.

Blockchain analytics firm Bubblemaps reported that it traced multiple Polymarket accounts and connected wallets that profited from prediction markets tied to U.S. and Israeli military actions involving Iran. Four linked accounts were said to have earned about $240,000 from several 2025 strike-related markets, while earlier activity from six wallets around the 28 February U.S. strike reportedly generated roughly $1.2 million in profits and raised concerns over potential use of privileged information.

On March 5, 2026 in Washington, the U.S. Securities and Exchange Commission announced that its Investor Advisory Committee will convene on March 12 to review and vote on recommendations related to tokenized equity securities. The public meeting at SEC headquarters will examine potential benefits, risks and policy issues tied to tokenized equities, including issuance, ownership and trading, and will be accessible via webcast.

According to DefiLlama data, monthly inflows into digital asset treasury firms fell to about $555 million in February 2026, matching lows last seen in October 2024 and underscoring a sharp cooldown after the post‑election surge. As the traditional buy‑and‑hold approach loses appeal amid a prolonged market slump, industry figures such as Grant Cardone and Patrick Ngan are highlighting models that pair Bitcoin with cash‑flowing operations like real estate or staking to put corporate treasuries’ crypto reserves to work.

SoFi Technologies has appointed BitGo to provide infrastructure for SoFiUSD, a U.S. dollar-pegged stablecoin issued by SoFi Bank. Under the agreement, BitGo’s stablecoin-as-a-service platform will support issuance and connectivity to payment providers and crypto exchanges. SoFiUSD is described as the first stablecoin from a U.S. nationally chartered and insured deposit bank on a public, permissionless blockchain.

In the week before March 5, 2026, Polymarket removed a prediction market that had attracted over $650,000 in volume on whether a nuclear weapon would be detonated by specific future dates. Around the same period, Kalshi faced political backlash over a market tied to whether Iran’s Supreme Leader Ali Khamenei would be "out" after U.S.-Israeli airstrikes, and later offered refunds. The controversies have coincided with the U.S. Commodity Futures Trading Commission advancing a rulemaking process to set federal standards for prediction markets.

Crypto commentator Bird argues that a $100 XRP price target is plausible if the XRP Ledger becomes a core infrastructure for tokenizing real-world assets and on-chain settlement. He points to trillions of dollars in asset classes such as treasury bonds, land, precious metals, and fiat currencies that could be issued on XRPL, alongside liquidity pools and yield mechanisms that expand network utility. Another analyst, Egrag Crypto, notes that XRP's push above the 200 EMA and key levels at $1.55 and $2.20 could mark a bullish reversal, with CoinMarketCap showing the token trading near $1.41.

On March 5, 2026, Intercontinental Exchange, the parent company of the NYSE, disclosed a minority investment in crypto exchange OKX at a $25 billion valuation. Following the news, OKX's native token OKB surged from about $77.65 to an intraday high near $124 before paring gains, with trading volume jumping to more than $421 million.