Stocks

CoinShares International Limited started trading on Nasdaq on April 1, 2026 under the ticker CSHR after completing a $1.2 billion SPAC merger with Vine Hill Capital Investment Corp. The transaction created Odysseus Holdings Limited as the new public parent above CoinShares PLC, and the deal had first been disclosed in September 2025.

Ondo (ONDO) has demonstrated significant relative strength, rising 3.13% to trade at $0.2726 as of Wednesday, April 1, 2026. While the broader crypto market faced a slight contraction, with Bitcoin (BTC) dipping 0.24%, ONDO decoupled from the bearish sentiment, supported by a nearly 40% surge in 24-hour trading volume. This alpha move comes on the heels of a massive institutional milestone that positions Ondo as the primary bridge between traditional finance and decentralized markets.

Marvell Technology (MRVL) closed the session on March 31, 2026, with a massive 12.80% gain, ending at $99.05. The rally marks a definitive turning point for the data infrastructure leader, which had faced some technical pressure earlier in the month despite a strong Q4 earnings beat. Investors flooded back into the stock following the announcement of a strategic AI Factory partnership with Nvidia (NVDA), underpinned by a direct $2 billion cash infusion.

Bitcoin moved back above $68,000 on March 31 after comments attributed to Iranian President Masoud Pezeshkian fueled bets that the Iran-US-Israel War could de-escalate. The wider crypto market added about $40 billion in value, with BTC up nearly 2% and Ethereum rising 3% to around $2,100. Risk assets also jumped as the DXY Dollar Index fell almost 1% and the S&P 500 gained 2.5%.

Kaiko says Bitcoin spot trading is increasingly clustering in U.S. market hours after the launch of U.S. spot Bitcoin ETFs, with U.S. sessions now representing 47% of global spot volume versus 38% before. Market depth that hovered around $12 million–$15 million in 2021–2023 later exceeded $40 million at times in 2025, alongside ETF growth led by BlackRock's IBIT and a top-three cohort holding more than $73 billion.

Franklin Templeton's SOEZ Solana ETF recorded a $1.50M inflow on March 25, 2026, a single-day addition equal to about 15.9% of its $9.60M assets under management. The move came as SOL was cited as down roughly 33.5% over the prior three months and trading near $83.06, while SOEZ shares were listed around $14.34 by March 30.

Nakamoto Inc., a Nasdaq-listed bitcoin treasury company trading as NAKA, reported selling 284 BTC in March 2026 for about $20 million to fund operating needs tied to recent acquisitions and near-term liquidity. The firm’s Form 10-K for the year ended Dec. 31, 2025 listed a weighted-average acquisition cost of about $118,171 per BTC, implying an estimated ~40% realized loss on the sale. After the transaction, Nakamoto said it still holds roughly 5,058 BTC in treasury.

On Monday, Bernstein analysts led by Gautam Chhugani said crypto-adjacent stocks that are down about 60% from all-time highs offer a rare opportunity to buy at a "big" discount, despite an Extreme Fear backdrop. The team kept Outperform ratings on Coinbase, Robinhood, and Figure Technology Solutions, while cutting price targets and bracing for weak first-quarter results in upcoming earnings.

Micron Technology (MU) shares plummeted on March 30, 2026, dropping 9.88% to close at $321.80. The sell-off marks a brutal continuation of a post-earnings slide that has seen the stock crater 30% since its blowout report on March 18. Despite reporting record-breaking revenues, Micron is now the victim of a massive shift in investor sentiment as the market transitions from fearing AI chip scarcity to fearing AI memory efficiency.

Nakamoto Inc. (Nasdaq: NAKA) said it sold about 284 BTC for $20 million in March at a price below its average acquisition cost. The firm plans to deploy the proceeds into its core businesses and to restore working capital after recent mergers. In 2025, it reported $166.2 million in fair-value losses on crypto holdings and a net loss of $52.2 million.