U.S. spot bitcoin exchange-traded funds recorded about $458 million in net inflows on Monday, with BlackRock's IBIT alone attracting more than half of that total. Analysts said large investors are treating the latest pullback and ongoing geopolitical instability as an attractive entry point and increasingly see bitcoin as a maturing diversifier asset, while related Ethereum and Solana products also drew fresh capital.

Bitcoin briefly traded at $70,125 on Coinbase before sliding back to around $68,000 during Tuesday's Asian session, with analysts describing the move as an "insane reversal" after prior fear in US futures. Commentators noted that tensions involving Iran and broader Middle East conflict did not trigger heavy Bitcoin selling, while some compared current conditions to market behavior during the 2022 Russia-Ukraine invasion. Overall crypto market capitalization climbed 2.6% to $2.42 trillion, with Bitcoin leading the advance and Ether recovering levels above $2,000, as altcoins lagged behind.

On 3 March 2026, a draft bill submitted to Turkey's Grand National Assembly proposed a 10% withholding tax on realized crypto gains and a 0.03% levy on transaction value. The plan would make regulated platforms responsible for quarterly tax collection from both individual and corporate investors while granting the president authority to adjust the withholding rate between 0% and 20%. The proposal also introduces VAT exemptions for taxed crypto deliveries and aligns tax definitions with the existing Capital Markets Law.

On March 3, 2026, Binance reentered the tokenized equities market by partnering with Ondo Finance to add 10 tokenized US stocks and ETFs to its Binance Alpha platform and Binance Wallet. This is Binance's first tokenized stock product since suspending a similar service in 2021, with the new digital securities offered under Abu Dhabi regulatory approvals and excluding US users.

TRM Labs reported that trading volumes on Iranian crypto exchanges fell about 80% between Feb. 27 and March 1 following U.S. and Israeli military strikes, mainly due to internet restrictions. The firm said major domestic platforms remained operational in a risk-managed mode with suspended USDT-toman trading, thinner liquidity and withdrawal limits, and cautioned against interpreting recent flows as clear evidence of capital flight.

Digital asset investment products saw $1 billion in net inflows last week, ending a five-week stretch of $4 billion in redemptions as large Bitcoin holders and softer prices encouraged fresh buying. Bitcoin products captured $881 million and Ethereum drew $117 million, while Solana, Chainlink, XRP, and Sui also recorded positive flows across key markets led by the United States. Over the same period, crypto markets stayed range-bound amid rising geopolitical tensions and a US strike on Iran that briefly pushed Bitcoin toward $63,000 and Ethereum below $2,000 before prices reverted to prior trading ranges.

On Monday, the Senate Committee on Banking, Housing, and Urban Affairs released the 21st Century ROAD to Housing Act (HR 6644), which includes an amendment to the Federal Reserve Act barring the Fed from issuing a US central bank digital currency until December 31, 2030. The measure, which preserves room for dollar-denominated open, permissionless and private stablecoins, advanced in the Senate on an 84-6 cloture vote, while similar past efforts to block a CBDC have stalled even as other countries pilot or launch their own digital currencies.

According to TD Securities, the New York Stock Exchange's proposal for a tokenized equities alternative trading system could mark a key institutional milestone for blockchain-based markets. The planned platform would allow tokenized stocks and ETFs to trade around the clock with near-instant settlement while remaining anchored to DTCC infrastructure and NBBO rules. TD Securities believes this hybrid model may reshape core market plumbing for collateral, liquidity, and settlement, even though tokenized assets still represent a small share of overall equity activity.