MARA sold 15,133 BTC worth over $1 billion this week and said the move helped cut outstanding debt by 30%, as the firm also advances AI data-center plans. Analysts argue that when large public miners shift capital and infrastructure from BTC mining to AI, the resulting hashrate reduction can lower difficulty and improve margins for miners who stay. They also warned that another bout of miner distress could return if BTC falls below $65K.

Morgan Stanley has proposed a 0.14% management fee for its spot Bitcoin ETF product MSBT, positioning it 44% cheaper than BlackRock’s IBIT at 0.25%. Data cited in the report shows IBIT at $63 billion in cumulative net inflows and $52 billion in net assets, while overall spot BTC ETFs posted $225 million in outflows on 27 March and BTC slipped to $65K.

Lido has proposed a one-time buyback of about 8.5% of LDO’s circulating supply, funded by 10,000 stETH from the Lido DAO Treasury. At $2,000–$2,100 per stETH, the allocation equals roughly $20–$21 million and would purchase around 70 million LDO if approved. The move comes as Lido argues LDO has lagged ETH sharply, while whale wallets have sold nearly 80 million LDO since the October crash.

On March 28, Patrick Witt, executive director of the President's Council on Digital Assets, warned that blocking the CLARITY Act draft could lead to a future Democratic administration taking a tougher approach to stablecoin yield, DeFi, and crypto. Coinbase said the industry is preparing a coordinated counterproposal aimed at preserving stablecoin rewards, while other industry figures flagged separate issues around DeFi developer protections and crypto tax provisions. Coinbase's David Duong said the stablecoin-yield dispute may be resolved within three weeks, with a Senate Banking markup possible in the second half of April and final passage potentially in early May if floor time permits.

Grayscale research head Zach Pandl says digital asset treasuries (DATs) are regaining stability after sustained headwinds since late 2025. Firms including Strategy, BitMine, and MARA have used new financing structures, staking income, and diversification moves, while forced sell-offs were described as limited with DATs turning into net accumulators in recent weeks.

Japan's Financial Services Agency has listed KuCoin among unregistered businesses that received warning letters, citing online solicitation of OTC derivatives. Separate actions and restrictions in Hong Kong, Austria, and Dubai have added pressure, alongside a reported drop in exchange reserves from 14K BTC (2024) to 2100 BTC (early 2026) and stablecoin holdings from over $1.3B to $543M within a year.

BitMine Immersion Technologies said it unveiled its Ethereum staking platform MAVAN on Wednesday, after reporting 3,142,643 ETH staked as of Tuesday, 24 March. The firm said it held 4.6 million ETH (about 3.8% of total supply) and plans to stake the full balance, citing a potential $300M in annual revenue at a 2.83% 7-day BMNR yield. It added that an extra 5 million ETH would still be needed to overtake Lido, which was reported to have nearly 9 million ETH staked.

TAO, Bittensor's native token, has risen from its Q1 2026 low of $145 to above $320, supported by narratives around AI-crypto convergence and institutional interest via a Spot TAO ETF. Pine Analytics argues many Bittensor subnets are sustained mainly by token-emission subsidies rather than verifiable demand, warning that when emissions halve again in late 2026 or 2027 prices may need to rise, or miners and validators could exit. Even with the cautionary outlook, TAO sentiment was described as neutral after a 25% move in 24 hours and a nearly 130% rebound from February lows.

Anthony Scaramucci, founder of venture firm SkiBridge, said Polkadot is "quietly rebuilding momentum", citing a recent SEC classification of DOT as a digital commodity and a tokenomics overhaul that caps supply at 2.1 billion. He also pointed to the 21Shares Spot DOT ETF, which has recorded just one inflow day of $544.5K since launch while the rest of March showed zero flows. Separately, Polkadot's usage has weakened, with weekly average active addresses falling from 16K to 5K over the past two years.