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Bitcoin steadies as ETF expansion and stablecoin rules drive flows |
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March 26, 2026 |
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Today’s Setup
ETF flows, stablecoin rules and UK policy set the market agenda
ETF flows: BlackRock’s Bitcoin ETF arm topped $100 billion AUM and Morgan Stanley’s spot Bitcoin ETF is nearing launch, supporting institutional inflows as BTC consolidates ahead of a large options expiry. Stablecoin risk: The proposed Clarity Act rattled markets: Circle shares plunged on yield restrictions fears and the firm briefly unfroze a blacklisted USDC wallet, spotlighting regulatory risk to stablecoin models. Policy pressure: The UK imposed a temporary moratorium on crypto political donations to guard against foreign interference even as Franklin Templeton backed Ondo’s push to bring tokenized ETFs and 24/7 onchain trading to market.
Watch: Watch: BTC’s reaction to ETF-led institutional flows and the March options expiry, and whether stablecoin rulemaking prompts further market moves.
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Top Stories
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BlackRock’s Bitcoin ETF business tops $100 billion
BlackRock’s Bitcoin ETF empire surpassed $100 billion in assets faster than any fund in history, with CEO Larry Fink saying digital assets could become $500 million revenue generators within five years.
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Morgan Stanley’s Bitcoin spot ETF nears launch as BTC consolidates
Morgan Stanley’s spot Bitcoin ETF is reported to be close to launch after an NYSE listing announcement; markets show consolidation and modest positive ETF flows as bitcoin readies for a major options expiry and rising institutional demand.
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Circle, USDC hit by Clarity Act concerns; issuer unfreezes wallet
Circle’s shares plunged amid concern the Clarity Act would limit stablecoin yield distribution; the company later unfroze one of 16 blacklisted USDC wallets and Coinbase reiterated opposition to the proposed yield restrictions.
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UK imposes temporary moratorium on crypto political donations
The UK government announced a temporary freeze on political donations made in cryptocurrency, citing risks of illicit finance and foreign interference and applying changes retrospectively from March 25.
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Franklin Templeton backs Ondo to launch tokenized ETFs with 24/7 trading
Franklin Templeton is supporting Ondo to bring tokenized ETFs offering onchain exposure to equities, bonds and gold with 24/7 trading via crypto wallets, initially targeting non-U.S. investors and leveraging the firm’s $1.7 trillion in assets.
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| Also on the Wire |
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• Visa and Dune report non-USD stablecoin supply reached $1.1 billion in February and transfer volume surged over 1,600%.
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The Block
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• The CFTC launched an Innovation Task Force to develop regulatory frameworks for crypto derivatives, AI and prediction markets.
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CryptoNews
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• Bitmine debuted the MAVAN institutional Ethereum staking platform and has added significant ETH to its staking pool.
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Cointelegraph
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• Tether said it engaged a Big Four firm to conduct its first full independent financial-statement audit.
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CryptoSlate
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• A rare two-block reorg on March 23 highlighted miner concentration and questioned assumptions behind Bitcoin’s six-confirmation finality rule.
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CryptoSlate
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• Bhutan moved 519.7 BTC (~$37M) to Binance and QCP Capital wallets, continuing a sovereign sell-off that has materially reduced its holdings.
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CryptoNews
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• Binance tightened market-maker rules and told token issuers to disclose market-making partners to increase transparency.
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CoinDesk
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