Lekker Capital CIO Quinn Thompson warned on X that deteriorating mining economics, together with listed miners pivoting toward AI and high-performance computing, could release their BTC treasury holdings back into the market. He argued that only a hashrate decline led by AI-focused operators such as CORZ, WULF, CIFR and IREN can restore profitability, but the capital-intensive transition is already being funded through sizeable Bitcoin sales and balance-sheet drawdowns. As of the latest update, Bitcoin was trading at $72,322, highlighting the potential tension between long-term network health and near-term price headwinds.

Weiss Crypto has outlined a dual view on Hyperliquid’s HYPE token, highlighting strong fee-driven buyback-and-burn tokenomics while warning of three significant risk areas. The firm points to upcoming contributor token unlocks, potential market disruption from competitors, and ongoing regulatory constraints on US users as key pressures, even as HYPE trades around $37.87 and benefits from a large-scale burn program.

On March 10, DropCoin developer Bird argued on X that markets may be overlooking how SWIFT’s ISO 20022 migration, tokenization, and shared-ledger experiments could align with the XRP Ledger in institutional finance. Bird contends SWIFT is likely to remain the key messaging coordinator while settlement shifts to blockchain-based rails, where networks such as the XRP Ledger might serve as neutral liquidity bridges. He stresses this is not evidence of a near-term SWIFT–XRP integration but an architectural direction he believes investors may be underpricing, with XRP trading at $1.3896 at press time.

This week, crypto markets are tracking whether an oil supply shock linked to the US-Iran war fuels broader inflation as key US data land on March 11 and March 13. Traders are watching February CPI, the second estimate of Q4 2025 GDP, and the delayed January PCE report alongside Brent and WTI prices around $119. With Bitcoin near $67,409 and total crypto market capitalization at $2.3 trillion, outcomes for inflation and growth data could shape risk appetite and liquidity expectations.

According to CryptoQuant contributor Darkfost, about 43% of Bitcoin supply held in UTXOs is currently below its cost basis, leaving 57% in profit while BTC trades around $67,730. He notes this distribution sits close to a historical boundary between sustained bull markets and deeper corrective or bear phases, and ties the on-chain weakness to rising oil prices and geopolitical tensions around the Strait of Hormuz.

Bitcoin's jump to $74,050 on Thursday quickly attracted selling as short-term holders moved more than 27,000 BTC in profit to exchanges over the past 24 hours. On-chain metrics cited by CryptoQuant contributors show that investors who bought within the last one to four weeks, around a realized price near $68,000, are realizing gains instead of holding, adding fresh supply near the range highs. Separate analysis highlights repeated failed breakouts above resistance near $71,000, where recent deviations have been followed by sharp pullbacks.

Apollo Crypto has designated Hyperliquid (HYPE) as its biggest altcoin allocation, with head of research Pratik Kala highlighting the exchange's traction and its revenue-backed token model. Kala emphasized that Hyperliquid channels roughly 97% to 99% of revenues into transparent buybacks, while HIP-3 has enabled event-driven trades on assets like OpenAI and Anthropic during weekend market closures. HYPE was last changing hands at $30.485.

In a March 2 thesis, Joe Burnett, VP of Bitcoin Strategy at Strive (Nasdaq: ASST), argues that bitcoin could climb to $11 million by the first quarter of 2036 as artificial intelligence drives structural deflation while policymakers keep expanding liquidity. He projects a bitcoin network value of about $230 trillion by 2036, or roughly 12% of an estimated $1.97 quadrillion global financial asset base, with scarcity, monetary debasement and AI-led productivity gains channeling capital into BTC as a long-duration savings asset.

Versan Aljarrah of Black Swan Capitalist argues that XRP’s long-term potential goes beyond payments and bridge liquidity, proposing it as a neutral settlement layer in a digitized global financial system. He outlines a three-pillar path involving sovereign adoption, regulatory clarity through measures like the CLARITY Act, and eventual institutional recognition by bodies such as the IMF. In his view, XRP’s value would ultimately be driven by settlement utility and liquidity corridors rather than speculative price predictions, and at press time the token was trading at $1.3576.