Strategy accumulated about 45,000 BTC over the past 30 days, marking its quickest 30-day buying pace in nearly a year. Over the same period, other corporate bitcoin treasury buyers collectively purchased under 1,000 BTC, as the sector’s activity and market share concentrated further around Strategy.

Kalshi received regulatory clearance to introduce margin trading after affiliate Kinetic Markets LLC was registered as a futures commission merchant with the National Futures Association on March 24, 2026. The change moves Kalshi beyond its 100% collateral model and is expected to open margin access to institutions first, with no launch date announced.

Iran rejected a U.S.-brokered 15-point ceasefire framework, helping lift Brent crude above $108 per barrel and weighing on global equities. The proposal was sent via Pakistani intermediaries on or around March 24, while President Trump said he would pause energy-plant destruction for 10 days until Monday, April 6, 2026 at 8 p.m. Eastern Time. By Friday afternoon, Brent traded near $104–$106 after the spike, WTI neared $95, and U.S. indexes were sharply lower.

California Gov. Gavin Newsom signed an executive order Friday that immediately prohibits gubernatorial appointees from using confidential, non-public information to profit on prediction markets including Polymarket and Kalshi. The directive also bars appointees from helping spouses, family members, business partners, or associates place bets using insider details obtained through official duties.

Intercontinental Exchange (ICE), owner of the NYSE, has made a $600 million cash investment in Polymarket, completing a structured program it first announced in October 2025. The company also said it expects to buy up to $40 million of Polymarket securities from existing holders, bringing the combined primary and secondary components toward the original plan's upper limit.

Tether has engaged KPMG to carry out its first full, independent financial statement audit covering USDT reserves and related controls, after delaying a full audit for nearly a decade. The review is expected to span its balance sheet holdings such as U.S. Treasuries, cash equivalents, and digital assets, while PwC is said to be assisting with internal readiness. No public completion date has been provided, and Tether says the process is already underway.

GameStop’s fiscal 2025 annual report says it used 4,709 of its 4,710 bitcoin as collateral with Coinbase Credit to sell OTC covered-call options rather than exit the position. The Form 10-K filed March 24, 2026 details strike prices of $105,000–$110,000 per BTC, maturities through March 27, 2026, and a reported $131.6 million fiscal-year loss tied to digital assets and related receivables.

U.S. equities fell sharply on Thursday as rising U.S.-Iran tensions pushed oil higher and sparked broad risk-off selling across stocks and crypto. The Dow closed down 1.01% at 45,960.11, the S&P 500 fell 1.74% to 6,477.16, and the Nasdaq dropped 2.38% to 21,408.08 as the VIX rose to 27.44. Bitcoin declined about 2.5% to roughly $68,842 by 5 p.m. Eastern, while WTI climbed 2.2% to around $92.16 per barrel.

On Wednesday, Trust Wallet introduced Agent Kit, a developer tool designed to let AI agents carry out real crypto transactions on more than 25 blockchains while keeping wallet control with users. The release supports two setups: a dedicated agent wallet with pre-set permissions, or a WalletConnect flow where an agent proposes actions that require user approval. Trust Wallet said the kit can be initialized from account creation to a working agent in under 15 minutes and is available via its Developer Portal.