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«Специальная военная операция» США, Израиля и союзников против Ирана начинает влиять на рынки капитала и мировую экономику. Гадать, сколько времени продлятся боевые действия и чем закончатся, — дело военных и политических аналитиков, а мы попробуем объяснить, чего ждать криптоинвесторам.

Руководитель Федерального казначейства России Роман Артюхин сообщил президенту Владимиру Путину, что ведомство впервые получило на свой счет цифровую валюту центробанка — 1500 рублей поступило в качестве оплаты административного штрафа.

Основатель Cardano Чарльз Хоскинсон (Charles Hoskinson) раскритиковал американский законопроект «О прозрачности рынка цифровых активов» (CLARITY Act), заявив, что документ определяет почти все цифровые активы как ценные бумаги.

Суд присяжных Лос‑Анджелеса признал 38‑летнего экс-сотрудника местной полиции Эрика Хейлема (Eric Halem) виновным в нападении на 17‑летнего подростка ради флешки с биткоинами на $350 000.

Стейблкоины надо регулировать отдельно от других криптовалют, заявил директор департамента финансовой политики Минфина России Алексей Яковлев. По его словам, в ведомстве считают, что привязанные к национальным валютам токены наиболее близки к средствам платежа.

Управляющий Банка Японии Уэда Кадзуо (Ueda Kazuo) предложил совершать финансовые сделки через блокчейн и использовать для международных расчетов цифровые валюты центральных банков-партнеров. Это должно изменить мировую финансовую систему к лучшему, уверен чиновник.

Cardano founder Charles Hoskinson is urging the crypto industry to take a harder look at H.R. 3633, arguing that the market structure bill could lock future US token projects into securities status rather than provide the regulatory clarity its backers promise. His criticism goes beyond process: Hoskinson says the bill, as written, could protect legacy networks while making it far harder for new crypto projects to launch and grow inside the United States.

Cardano Founder Issues A Stark Warning

In a video published March 2, the Cardano founder framed the dispute partly as a direct response to Ripple CEO Brad Garlinghouse’s view that a flawed bill is still preferable to no bill. Hoskinson rejected that outright. “A bad bill is not better than no bill,” he said. “You start from a principles-based approach. You don’t make everything a security by default, and you upgrade modernized securities laws so that’s not so bad.”

His core objection is that the Clarity Act would treat newly launched digital assets as securities first, then require them to convince the SEC they qualify to “graduate” into commodity status once their networks are sufficiently decentralized. In Hoskinson’s reading, that framework would have captured XRP, Cardano and Ethereum at launch. The difference, he argued, is that older networks may ultimately be grandfathered in, while future projects would face a regulatory maze from day one.

Hoskinson repeatedly returned to the same question: what, in practice, stops the SEC from keeping a token classified as a security indefinitely? “If it starts as a security, what stops them from keeping it as a security forever?” he asked. “And are we really sure that we can trust that to rulemaking that has yet to happen by people who have yet to be appointed by agencies that spent the last four [expletive] years suing everybody and throwing everybody in prison?”

From there, he laid out a series of what he called “attack vectors” that an adversarial SEC could use in rulemaking. One involved procedural delays around filing completeness, where the agency could keep resetting the clock with deficiency notices. Another focused on the bill’s undefined treatment of “common control,” which he said could let regulators interpret open-source coordination itself as evidence of centralized management.

He also argued that proving decentralization could become impossible if issuers were required to identify beneficial owners across pseudonymous wallet systems or rely on compliance categories the SEC has not even created.

The broad point was that the bill may look workable in statute but become punitive in implementation. “A bad bill enshrines into law every single thing Gary Gensler was trying to do to the industry,” Hoskinson said. “A bad bill through rulemaking allows the SEC to arbitrarily and capriciously kill every new project in the United States. A bad bill exposes all DeFi developers to personal liability.”

He also argued the current political fight in Washington is not really about the bill’s structure at all. According to Hoskinson, the real holdup is stablecoin yield, not developer protections, DeFi coverage or the SEC-CFTC split. In his telling, that leaves the industry in a strange place: a bill marketed as market structure reform, but one that “doesn’t cover the core of what’s going on in the industry right now.”

Hoskinson’s preferred alternative is a principles-based rewrite that modernizes securities law itself, builds blockchain-native disclosure rails, explicitly protects developers and DeFi, and limits how much discretion regulators can exercise in later rulemaking. Otherwise, he warned, the practical result may be simple: established networks survive, while the next generation of US crypto projects builds offshore first and only tries to enter the American market years later.

At press time, Cardano traded at $0.2692.

Одна из крупнейших майнинговых компаний США Core Scientific заявила о предстоящей продаже всех своих 2537 BTC. Причиной компания называет желание вложиться в расширение мощностей для нужд искусственного интеллекта.    

Федеральный суд Манхэттена отклонил коллективный иск против децентрализованной криптобиржи Uniswap по делу о торговле созданными мошенниками токенами. По решению судьи Кэтрин Полк Файлла (Katherine Polk Failla), авторам жалобы запрещено подавать другие аналогичные исковые заявления против этой платформы.

Если военный конфликт между США с союзниками и Ираном продлится еще несколько недель, это может вызвать масштабные распродажи высокорисковых активов, в том числе биткоина, предположили аналитики компании Wintermute.

Правящая партия Турции — Партия справедливости и развития (ПСР) — предложила ввести 10% налог на доходы и прибыль от операций с криптовалютами. Инициатива включена в проект поправок к налоговому законодательству страны.

Отток криптовалют с крупнейшей иранской биржи Nobitex вырос на 700% и достиг $3 млн после атак США и Израиля по территории Ирана. Об этом сообщили аналитики блокчейн-компании Elliptic. Основная часть средств направляется на зарубежные криптообменники и биржи.

Historically, the Ethereum price has been very bullish for the first quarter of the year, with a few exceptions, and the month of March has been no different from the first two months of the year. Therefore, as the market ushers in another month of March, this report takes a look at the performance of Ethereum this month, and if this historical performance can point out where the second-largest cryptocurrency by market cap could be headed.

Ethereum Is Ushering In A Bullish Month, But There’s A ‘But’

According to historical data from the CryptoRank website, the month of March has been one of the most bullish in history. Since its inception in 2015, only the months of January and May have surpassed the month of March in terms of average returns.

Looking at the number of years that the month of March has ended in the green, only the months of January and February can match it. Simply put, March has historically been one of the best months for investors who hold ETH. In that case, the probability of this month ending in green is also high.

As the website shows, over the last 10 years, there have been only three years where the month of March has ended in the red for Ethereum. Taking the monthly returns into account, it comes out to an average 23.7% for Ethereum in March.

However, there is a hitch due to the fact that the first three months of the year have often moved in tandem. There have only been a few years of deviation, and given the trend that the year 2026 has begun with, the Ethereum price might be in trouble.

Despite the high average returns, the months of January and February 2026 have both ended in the red. The former saw a 17.7% decline, while the latter has seen a 19.6% crash. If this trend plays out as it has in history, then the likelihood of March ending in the red has just become higher.

While it is too early to tell where the price might end, there has already been a lot of uncertainty. This is because ETH has continued to skirt around the $2,000 level, with no indications that an upward move is imminent. If it follows the months of January and February, then the Ethereum price could be looking at a double-digit crash.

Генеральный директор инвестиционной компании VanEck Ян ван Эк (Jan van Eck) заявил, что цена биткоина находится близко к минимальным значениям текущего цикла и к концу года медвежья фаза может завершиться.

Аналитики американского банковского холдинга JPMorgan заявили, что одним из ключевых факторов роста крипторынка во втором полугодии может стать принятие законопроекта «О прозрачности рынка цифровых активов» (CLARITY).

The US Commodity Futures Trading Commission announced Monday that former federal prosecutor David Miller will serve as the agency’s new Director of Enforcement, a key role for crypto regulation. 

Key CFTC Appointment

According to Reuters, Miller previously worked in the securities and commodities fraud task force at the US Attorney’s Office in Manhattan, where he was known for pursuing complex, high-profile financial cases. 

The appointment comes as newly installed CFTC Chairman Michael Selig reshapes the agency’s leadership. Selig joined the commission in late December and has since begun rebuilding staff ranks. 

The regulator has been significantly thinned during President Donald Trump’s administration, with numerous career officials departing over the past year amid a broader reduction in the federal workforce. Selig currently stands as the sole political appointee on what is traditionally a bipartisan five-member commission.

In a statement, Miller said he is eager to support the chairman’s agenda: 

Under Chairman Selig’s leadership, I look forward to working closely with the talented Commission staff to advance the chairman’s mission of fostering innovation and protecting the integrity of U.S. markets, including from fraud, abuse, and manipulation.

End Of Regulation By Enforcement In Crypto

Before returning to public service, Miller worked in private practice, where he represented clients in several digital asset cases brought by US authorities. 

His recent work included defending a manager at a nonfungible token (NFT) platform who faced wire fraud and money laundering charges, as well as a former Coinbase product manager accused of insider trading. 

Chairman Selig underscored what he described as a shift in philosophy at the enforcement division. In a social media post announcing the appointment, he said: 

I’m delighted to announce David Miller as Director of Enforcement. The era of regulation by enforcement and witch hunts targeting crypto and other transformative industries is over. David will focus the division on policing fraud, manipulation and abuse — not policymaking.

The leadership change has been widely interpreted within the industry as aligning with President Trump’s stated ambition to position the United States as “the crypto capital of the world.” 

In mid-February, the CFTC unveiled another initiative aimed at strengthening ties with the digital asset sector: a newly formed Innovation Advisory Committee composed of 35 members drawn from major exchanges, blockchain companies, and other industry leaders.

The committee is intended to provide the regulator with current, technical insight as it evaluates potential rules covering derivatives, market structure, token classification and related issues. 

Chairman Selig said the advisory group would help ensure that the commission’s decisions reflect real-world market dynamics. He added that the collaboration is designed to help establish clearer regulatory guidelines, which he referred to as part of a broader “Golden Age of American Financial Markets.

Featured image from OpenArt, chart from TradingView.com 

Компания ProCap Financial, принадлежащая соучредителю Morgan Creek Digital Энтони Помплиано (Anthony Pompliano), объявила о покупке 450 биткоинов на сумму около $35 млн. Сделка состоялась в рамках программы обратного выкупа собственных акций.

Главный инвестиционный директор компании Risk Dimensions Марк Коннорс (Mark Connors) заявил, что недавний рост биткоина связан с эффектом «короткого сжатия» на рынке.

The long-anticipated CLARITY Act, widely viewed as the cornerstone of a comprehensive US crypto market structure framework, has failed to meet the March 1 deadline set by the White House two weeks ago. 

The administration had urged both the crypto industry and the banking sector to reach common ground to move the legislation forward. That agreement has yet to materialize.

Crypto Bill Hits ‘Yield Wall’ 

Representatives from both industries have held a series of meetings at the White House, frequently describing the discussions as “constructive.” However, despite that tone, negotiations have stalled at a critical point. 

While the Senate Agriculture Committee has approved its portion of the bill, progress in the Senate Banking Committee has slowed considerably. 

The sticking point centers on whether stablecoin issuers should be allowed to offer yield or rewards to holders — an issue that has delayed any markup date for the Banking Committee’s section of the legislation.

The disagreement has fueled speculation that if lawmakers fail to strike a deal, federal regulators could revert to a tougher stance toward crypto firms. 

Market commentator Paul Barron said the bill has effectively run into what he described as a “yield wall,” referring to the impasse over stablecoin rewards. He noted that the crypto industry is pushing for the right to provide regulated yield on stablecoins, arguing that without that flexibility, the US risks driving innovation offshore.

If no compromise is reached, Barron suggested that the likely outcome would be continued “regulation by enforcement” from agencies such as the Securities and Exchange Commission (SEC) and the Office of the Comptroller of the Currency (OCC). 

On the other hand, a middle-ground solution — for example, restricting stablecoin yield to qualified investors — could unlock substantial institutional capital. 

That possibility aligns with projections from JPMorgan, which has forecast meaningful institutional inflows into digital assets in the latter half of 2026 if regulatory clarity improves.

Institutional Surge Under CLARITY Act

JPMorgan analysts, led by Nikolaos Panigirtzoglou, have described the potential passage of the CLARITY Act as a decisive turning point for the crypto market. 

According to reporting from market expert MartyParty, the bank views the bill not as a minor regulatory adjustment but as a structural overhaul of the US digital asset framework.

In a recent research note, JPMorgan outlined three interconnected effects that could follow the bill’s approval. First, it would end the current reliance on enforcement actions as the primary method of oversight, replacing uncertainty with defined rules. 

Second, it could shift institutional engagement with crypto from tentative exploration to high-conviction participation. Third, it may accelerate the tokenization of real-world assets (RWAs), a trend many financial institutions have been cautiously developing.

New negotiations in the Senate are expected to resume in April 2026, with July 2026 seen as an informal deadline before the election cycle begins to dominate the legislative agenda and reduce the likelihood of major policy breakthroughs.

Featured image from OpenArt, chart from TradingView.com

Bitcoin moved into the headlines after Strategy completed its 101st buy, taking on 3,015 BTC at an average near $67,700. According to reports, the company spent roughly $204 million on the latest lot and now holds about 720,737 BTC in total.

The new purchase nudges down the company’s overall cost basis, which some reports place around $75,985 per coin.

Stock Sales Fund Buys

Reports say Strategy used its market programs to raise the cash. The company sold both common shares and STRC preferred stock under at-the-market arrangements to fund the buys.

Preferred dividends were increased around the same time, a move that drew attention because it makes preferred shares more attractive to investors who finance later acquisitions.

A Big Treasury, Slightly Lowered Cost

The math matters. With the latest buy priced below the company’s average, the overall cost per Bitcoin falls a bit. That improves the accounting picture on paper. It does not erase the fact that a lot of the funding came from issuing equity rather than from regular operating cash flow.

Strategy has acquired 3,015 BTC for ~$204.1 million at ~$67,700 per bitcoin. As of 3/1/2026, we hodl 720,737 $BTC acquired for ~$54.77 billion at ~$75,985 per bitcoin. $MSTR $STRC https://t.co/rqDIhlUDNx

— Michael Saylor (@saylor) March 2, 2026

Some shareholders welcome the strategy. Others worry about dilution and what repeated share sales do to equity value over time.

Market Supply And Sentiment

The purchase is large by any single firm’s standard. Still, the wider Bitcoin market is large too. Moves of this size add to the story about corporate demand and are talked about in trading rooms, but they rarely force dramatic price shifts on their own.

Price reaction depends on broader flows, liquidity, and whether other big holders choose to sell or sit tight.

Strategy’s Action And Investor Signals

Reports note that Strategy’s steady accumulation continues a long pattern. The firm has consistently bought more Bitcoin in recent years and largely stuck to the same playbook: use equity markets to gather crypto.

That sends a clear message that the company plans to keep treating Bitcoin as a core asset. At the same time, the funding approach ties the firm’s finances to both stock market sentiment and Bitcoin price swings.

What This Means For Risk

There are tradeoffs. Owning a huge stash of Bitcoin gives the firm exposure to any long-term rise in price. It also makes the company sensitive to sudden drops; large swings in crypto value can change the balance sheet fast.

Because purchases are often funded through share offerings, the company’s capital structure shifts in step with its bitcoin program. Some risk is shared with new investors who buy those shares.

Strategy Still The Largest Known Corporate Holder

Based on reports, Strategy remains one of the biggest corporate holders of Bitcoin. The latest buy keeps the needle pointing in the same direction: accumulation continues.

Observers will be watching how the company balances fresh buys, dividend moves on preferred stock, and shareholder reactions in the months ahead.

Featured image from Pexels, chart from TradingView