Your day-ahead look for March 4, 2026
Kraken has become the first crypto firm to secure a Federal Reserve master account for its Wyoming-chartered banking unit.
BNY Mellon to act as administrator, transfer agent and cash custodian for Morgan Stanley’s proposed Bitcoin Trust.
Tether's investment in Eight Sleep could revolutionize personalized health tech, enhancing human potential through AI-driven wellness insights.
The post Tether announces strategic investment in Eight Sleep at $1.5B valuation to advance AI-powered health technology appeared first on Crypto Briefing.
A symmetrical triangle breakout and an unfilled CME gap are boosting the case that Bitcoin may revisit $80,000 in March.
Tether Investments has made a strategic $1.5 billion investment in New York–based Eight Sleep to accelerate AI-driven health technology and personalized sleep optimization. Eight Sleep combines advanced AI with embedded sensors to monitor and enhance sleep quality. Through this partnership, Tether’s QVAC architecture will power adaptive, edge‑intelligence features in Eight Sleep products, transforming continuous health data into …
Kraken Financial has gained direct access to US Federal Reserve’s payment systems via a Kansas City Fed approval, though without full banking privileges such as interest on reserves.
BTC jumped to $71,800 as investors turned to haven assets in light of the escalating Middle East conflict and renewed strength in altcoins.
TRM said a post-strike spike in Nobitex wallet activity looked like routine liquidity moves, even as Chainalysis flagged higher outflows from Iranian exchanges overall.
Seventeen of the top 25 largest Bitcoin ETF holders added to their positions while ordinary investors were selling. That split tells a story that goes beyond a single month of on-chain data. Related Reading: Iran’s Crypto Market Shaken As Outflows Skyrocket 700% Smart Money Moves Against The Crowd Bitcoin exchange-traded funds pulled in $1.5 billion over five trading sessions, capping the stretch with a single-day inflow of $458 million — one of the strongest readings this quarter. Retail is leaving crypto at the fastest pace since October. During the same time, 17 of the top 25 largest Bitcoin ETF holders added more to their positions. Institutions now control roughly 12% of the total supply. This divergence shows they are here for a different reason… pic.twitter.com/ZiUFoG2WQZ — Zac Townsend (@ztownsend) March 3, 2026 That buying came as Bitcoin traded in the mid-$60,000 range, well off the October peak of $126,200 that triggered a broad retail exit. Data from analyst Zac Townsend shows retail traders have been dumping BTC at a fast clip since that high. Yet the biggest institutional players went the other direction, quietly stacking more. The gap between those two groups is stark. It reflects a split in confidence that analysts say often appears before major price moves — though the direction of any move is never guaranteed. ???? Over the past month, Long Term Holders added 212,000 BTC. pic.twitter.com/lr9Zfe4TtI — Maartunn (@JA_Maartun) March 3, 2026 Long-Term Holders Accumulate $14B Worth Of Bitcoin On-chain data tracked by CryptoQuant tells a similar story from a different angle. Bitcoin’s long-term holders — wallets that have sat on their coins for at least 150 days — added 212,000 BTC over the past 30 days. At current prices, that haul is worth more than $14 billion. CryptoQuant verified author J.A. Maartunn flagged the trend in a post Tuesday, pointing to the platform’s Long-Term Holder Net Position Change metric. The tool measures whether this class of holders is buying or selling over any given 30-day window. A reading above zero signals accumulation. Below zero means they’re distributing. For most of 2025, that metric sat in negative territory. Long-term holders were selling — heavily. Reports indicate the shift began as Bitcoin retested multi-year price lows and selling pressure started to ease. That’s when buyers in this category came back in force. Related Reading: Crypto’s Quietest Month In Nearly A Year — But Hackers Haven’t Gone Away What Comes Next Bitcoin dipped to around $60,000 on February 6, extending a roughly 15% pullback that shook out weaker hands and rattled short-term traders. The drop appears to have worked as a magnet for buyers with longer time horizons. Accumulation by large holders has historically been read as a bullish signal. When sustained buying from this group builds up, it tends to tighten available supply, which can set the stage for upward price pressure. Whether that dynamic plays out here depends on broader market conditions — macro sentiment, regulatory developments, and demand from new buyers all factor in. Featured image from Bitpanda, chart from TradingView
Bitcoin is showing strength even as global markets face rising tension. Conflicts involving Iran, complicated oil and gas trade routes, and a 70% surge in European gas prices have increased uncertainty. Meanwhile, South Korean stocks fell another 12% today. Despite this, Bitcoin has moved back above $71,000, supported by five straight days of inflows into …
The approval lets Kraken speed up deposits and withdrawals for large traders and institutional clients, but is limited.
The cryptocurrency market saw a strong rebound today as major digital assets moved sharply higher within a few hours, pushing the total crypto market capitalization above $2.4 trillion. Bitcoin led the rally, breaking above $71,000 after gaining about 5% in the last five hours, adding nearly $70 billion to its market capitalization. At the same …
Kraken's Fed access marks a pivotal shift, potentially accelerating crypto integration into traditional finance and inspiring regulatory openness.
The post Kraken wins landmark approval to operate on Fed’s core payment systems appeared first on Crypto Briefing.
Coinbase CEO Brian Armstrong highlighted the crypto market’s growing strength, citing faster settlements, institutional adoption, clearer regulations, ETF growth, and countries exploring Bitcoin reserves. His optimism came as Bitcoin surged over 6% in 24 hours, climbing past $71,000 after weekend fears from U.S. and Israeli strikes on Iran. Spot Bitcoin ETFs saw over $1 billion …
MARA Holdings just rewrote the playbook that has defined Bitcoin mining over the past four years, and the potential outcomes matter for the entire crypto industry. The company's March 2 filing authorizes balance-sheet sales of its entire 53,822 BTC treasury, representing a complete reversal of its 2024 “retain all mined and purchased Bitcoin for the […]
The post Top Bitcoin miner MARA open to selling entire $3.8 billion BTC stash creating a new liquidity test appeared first on CryptoSlate.
The international watchdog says P2P stablecoin transfers via self-custody wallets can bypass AML checks and urges countries to assess risks and apply proportionate safeguards.
Surging trading volume in STRC suggests strong bitcoin buying by the largest publicly traded holder of the cryptocurrency.
Bitcoin has pushed toward $72,000 as spot bitcoin ETF inflows stretched into a second straight session amid war in the Middle East.
Bitcoin has climbed back above $71,000, and one trader quickly took advantage of the move. Wallet 0x004E opened a 30x long position on 600 BTC worth about $42.7 million at an entry price of $70,235.8 in the last 20 minutes. As the price rose, the position reached about $570,000 in unrealized profit. If Bitcoin drops …
AI models chose bitcoin in 79% of long-term scenarios, stablecoins led payments; 91% favored digital assets over fiat.
Stocks are falling. Silver is sliding. Oil is climbing on war fears. And Bitcoin just hit $71,490. That’s not how risk assets are supposed to behave. But here we are. Since the US and Israel launched strikes on Iran, Bitcoin dropped near $63,000. It has since recovered close to 10%. While Asian equities sold off …
Bitcoin looks back into the zone, $70k, the strongest physiological zone has been crossed. Despite the fearful global equity now, falling metal prices like silver, the capital seems to be driven towards the Cryptocurrency Bitcoin. As seen yesterday, Bitcoin was already registering positive funding rates, positive inflow of all 12 active Bitcoin spot ETFs, and …
Leopold Aschenbrenner’s hedge fund Situational Awareness LP has scaled to $5.52 billion in equity exposure in less than a year by betting on power, data centers and Bitcoin miners.
If enacted, the limit would force most major exchanges in the country to undergo significant ownership restructuring.
The crypto market roared back to life as Bitcoin surged past $71,000 and Ethereum crossed $2,050, sparking a rapid market rally. Bitcoin jumped 5%, adding nearly $70 billion to its market cap, while Ethereum climbed 5.6%, gaining $14 billion. In just five hours, the total crypto market expanded by about $100 billion. The sharp move …
The crypto market is currently moving through a phase of consolidation, with Bitcoin continuing to dominate most of the market’s attention. Meanwhile, many altcoins are trading quietly within narrow ranges, showing little momentum. However, this kind of market setup has often appeared before major altcoin rallies in previous cycles. While altcoins may seem inactive for …
BTC price upside returned during Wednesday's Asia trading session as Bitcoin attacked a long-term trend line and psychological levels.
Crypto exchange OKX will introduce USDT‑settled perpetual futures for selected U.S. equities on March 4, 2026, available through its web platform, mobile app, and API in supported jurisdictions. These 24/7 contracts carry leverage from 0.01x to 5x, letting traders speculate on price moves without owning shares. Initial listings include major tech names like NVDA, MU, SNDK, …
Ray Dalio cast fresh doubt on Bitcoin’s claim to safe-haven status on Tuesday, arguing that the asset still falls short of gold on privacy, institutional suitability and market structure. In a March 3 appearance on the All-In podcast, the billionaire hedge fund founder said those weaknesses help explain why Bitcoin has not behaved like gold during the current macro cycle. Asked why Bitcoin has lagged while gold has surged, Dalio pointed first to surveillance and control. “Bitcoin does not have privacy. Any transactions can be monitored and then indirectly perhaps controlled,” he said. He then drew a line from that feature to state-level adoption. “Central banks are not going to want to buy bitcoin and be able to hold it. So, it’s not just individuals, it’s institutions and so on, but most, you know, and central banks.” That matters because Dalio’s broader framework in the interview was built around debt stress, monetary debasement and the search for what he sees as politically neutral reserve assets. In that setup, gold remains the benchmark. He described it not as a speculative commodity, but as “the most established money” and “the second largest reserve currency that central banks hold,” arguing that its role is rooted in transferability, scarcity and the fact that it is not someone else’s liability. Related Reading: Bitcoin To $11 Million By 2036? This AI-Deflation Thesis Is Turning Heads Bitcoin, in Dalio’s telling, still looks different. Beyond privacy, he flagged technological uncertainty and the nature of its investor base. “There have been some questions or thoughts of the development of new technologies like quantum computing and so on. Can there be issues regarding that,” he said. “And then there’s who owns it and what are the other exposures that they have in their portfolio? It tends to have a pretty high correlation with the tech stocks.” That last point goes to Dalio’s bigger criticism: Bitcoin may be treated as an alternative monetary asset in theory, but in practice it still trades like a risk asset. “If somebody gets squeezed in one thing, they sell something, whatever else they have,” he said, arguing that Bitcoin’s supply-demand dynamics are shaped by cross-portfolio stress in a way golds are not. He also called it “a relatively small market” and, for that reason, “a relatively controllable market.” Ray Dalio SLAMS Bitcoin!! “Bitcoin does not have privacy.” “Central banks are not gonna wanna buy Bitcoin.” “Quantum computing” “Who owns it?” What do you think? pic.twitter.com/NdleeHR5lB — Altcoin Daily (@AltcoinDaily) March 3, 2026 Bitcoin Community Reacts The remarks quickly drew pushback from Bitcoin advocates on X, where the debate centered less on Dalio’s macro framing than on whether he was underestimating Bitcoin’s long-term trajectory. Investor Vijay Boyapati argued that Dalio “doesn’t fully understand why central banks own gold,” saying those holdings exist partly as protection against the possibility that gold competes with sovereign currencies. Related Reading: Bitcoin LTH Selling Cools: Is Months-Long Distribution Finally Ending? “Once Bitcoin achieves the same scale as gold (it will over time based on its significant comparative advantages over gold) central banks will be forced to own it for the same reason they own golf. Without ownership their national currency becomes vulnerable to a speculative attack from Bitcoin,” he added. Bitwise CIO Matt Hougan took a more market-oriented angle: “Some hear criticism; I hear opportunity. These are the reasons bitcoin is 4% of the size of gold. If these critiques did not exist, bitcoin would already be ~$750,000/coin. I invest in bitcoin in part because I am confident these things will change over time.” Abra CEO Bill Barhydt argued that Bitcoin’s volatility and smaller float are features of a younger monetary asset, not proof of failure, while also disputing the severity of Dalio’s quantum concerns. I’d like to address this conversation between two people I greatly admire (@friedberg and @RayDalio) as both fellow libertarians and macro experts i try to learn from. The conversation in the video is about bitcoin but I’ve extended it to be about bitcoin vs gold. Note that… https://t.co/atznXiMdTy — Bill Barhydt (@billbar) March 3, 2026 Zcash founder Zooko Wilcox, meanwhile, responded with a one-line jab: “I’m looking forward to Ray Dalio finding out about Zcash.” At press time, BTC traded at $69,660. Featured image from YouTube, chart from TradingView.com