In the first days of March 2026, US spot Bitcoin ETFs and MicroStrategy together absorbed more than $1.7 billion worth of BTC, with ETFs alone seeing $1.1 billion in net inflows over three trading sessions and MicroStrategy adding 3,015 BTC for about $155 million. Bitcoin has climbed roughly 8.5% to around $71,000, while traders now focus on the key $64,000 resistance and a critical support zone between $50,000 and $55,000 as institutional demand outpaces new supply.

On March 2, the bipartisan 21st Century ROAD to Housing Act introduced by Senators Tim Scott and Elizabeth Warren advanced in the U.S. Senate with an 84–6 procedural vote. The 303-page bill, backed by the White House for its housing reforms, also amends the Federal Reserve Act to block the Fed from issuing a retail CBDC or similar digital asset until December 31, 2030.

Analyses by TRM Labs and Chainalysis indicate that Nobitex, Iran's largest crypto exchange, did not experience a prolonged user-driven run following US-Israeli strikes on Feb. 28, despite an initial spike in onchain activity and wider outflows from Iranian platforms. TRM attributed more than $35 million in transfers from Nobitex hot wallets to cold storage to internal liquidity management, while Chainalysis tracked about $10.3 million leaving Iranian exchanges and suggested users, exchanges or state-linked actors may be repositioning funds.

According to on-chain data, long-term Bitcoin holders holding coins for at least 150 days accumulated 212,000 BTC over the past 30 days, valued at more than $14 billion at current prices. During the same period, seventeen of the 25 largest Bitcoin ETF holders increased their positions, while retail traders were selling as Bitcoin traded around the mid-$60,000 range after an earlier peak of $126,200. Bitcoin ETFs also recorded $1.5 billion in inflows across five trading sessions, ending with a single-day intake of $458 million.

According to on-chain trackers, an anonymous whale withdrew 77,000 ETH, valued at $152,621,215, from Binance as the crypto market turned positive again and Ethereum reclaimed the $2,000 area. At the same time, Bitcoin surged to $71,720, nearly 8% higher in 24 hours, while major stock indexes and gold declined amid geopolitical tensions in the Middle East.

Over the past week, large Cardano (ADA) holders have redistributed about 230 million ADA tokens, based on on-chain data shared on March 3. This wave of whale transfers suggests active portfolio repositioning among major addresses, while ADA trades around $0.2704 with a small daily and weekly advance amid a broader monthly decline.

In the first week of March 2026, BlackRock's spot Bitcoin and Ethereum ETFs attracted roughly $654 million in combined net inflows. Its iShares Bitcoin Trust and iShares Ethereum Trust together accounted for the bulk of U.S. spot crypto ETF demand over March 2 and March 3, as Bitcoin funds rebounded and the BTC price moved back above $71,000.

Crypto-linked stocks led by MicroStrategy (MSTR) surged in pre-market trading on March 4, 2026, as Bitcoin (BTC) reclaimed the $71,000 mark. With msx.com reporting strong decentralized RWA trading volume and MSTR expanding its holdings to 720,737 BTC, the sector is showing renewed resilience despite recent geopolitical volatility. Discover the key drivers behind today’s crypto-equity rally.