#创作者冲榜 Crypto Daily(03.31): U.S. Companies’ Bitcoin Holdings Diverge, Payment Apps Accelerate Adoption, Macroeconomic Risks Suppress Market

1. Expansion of Bitcoin Holdings by U.S. Related Companies
1. American Bitcoin (ABTC), supported by the Trump family, has rapidly expanded its Bitcoin holdings, surpassing 7,000 BTC as of March 2026. Since going public on NASDAQ in September 2025, its holdings have tripled in size, making it the 16th largest publicly listed Bitcoin treasury globally. The number of Satoshis per share has increased to over 660, significantly boosting shareholder Bitcoin exposure.
2. American Bitcoin, founded by Eric Trump, has acquired over 7,000 BTC in seven months, climbing 14 spots in the rankings within less than seven months. Mining and disciplined market purchases are the main accumulation methods.
2. Companies Pause Bitcoin Purchases
1. Strategy, the largest publicly traded Bitcoin holder, paused Bitcoin purchases from March 23 to 29, 2026, ending a 13-week buying streak. The pause was mainly due to Trump reaffirming threats of attacking Iran and macroeconomic uncertainties. Its holdings remain at 762,099 BTC, with an average cost of about $75,694 per BTC, totaling approximately $51.6 billion to $52 billion.
2. The company is also expanding its financing plans, raising funds through common stock, STRC preferred shares, and other instruments for Bitcoin purchases and general corporate purposes. Its long-term goal is to raise a total of $84 billion by 2027.
3. Expansion of Bitcoin Payment Applications
Payment giant Square (a subsidiary of Block) automatically enabled Bitcoin payments for millions of U.S. small businesses. Merchants can accept Bitcoin without additional setup, with transactions instantly converted to USD at checkout. Zero processing fees are planned until 2026. This is seen as a significant step toward Bitcoin becoming a daily currency, promoting cryptocurrency adoption in commercial scenarios, and industry insiders compare it to a “TCP/IP moment in finance.”
4. Macroeconomic Factors and Market Volatility
1. The global market enters a high-risk week, with macro factors such as Federal Reserve policy uncertainty (Chairman nominee hearings), tensions in Iran (Trump’s attack threats), and FTX’s trust repayment of $2.2 billion causing increased volatility in stock markets (S&P 500 forming a “death cross”) and cryptocurrencies. Crypto funds saw outflows of $414 million, with Bitcoin fluctuating between $65,000 and $67,946.
2. Rising oil prices boost inflation concerns, reinforcing expectations that the Fed will maintain high interest rates, which may pressure risk assets including Bitcoin. The market awaits key indicators like non-farm payroll data to confirm the direction.
5. Market Trends and Analysis
1. The cryptocurrency market shows mixed signals, with Bitcoin fluctuating above $66,000. Some tokens (such as D, NOM, ONT) have seen significant gains, while Machi experienced a $31.3 million loss due to market declines.
2. Financial experts forecast Bitcoin could reach $110,000 in Q2 2026. Jiangfeng Capital recommends high-altitude trading of Bitcoin/Ethereum. Geopolitical (Iran situation) and macro factors have caused Bitcoin’s rally to stall, with prices oscillating around $67,500.
6. Corporate Financing and Position Conversion
French listed company Capital B raised €2.8 million (about $3.22 million) by converting convertible bonds into common shares and selling new shares. The funds are used to strengthen Bitcoin acquisition strategies, and some holdings of OCA B-01 have been converted into Bitcoin to advance its Bitcoin treasury strategy.