This Week’s Alpha TLDR:
Market Snapshot
JPMorgan forecasts massive of stablecoins
EU banks fail to meet rising crypto investor demand
Full draft of the “STABLE Act of 2025” TLDR
GameStop $GME joins Team Bitcoin
Proton enables sending Bitcoin over email
Rumble launches digital assets Rumble Wallet
Good morning, Digital Assets Investor,
The market closed the week on a classic bull-trap leading to fear and uncertainty, meanwhile catalysts are building up but not strong enough to send the market higher yet. What’s the outlook? Let’s dive in:
Week #13 Market Snapshot
The Digital Assets landscape continues to hit home-runs with Bitcoin corporate strategies adding new legacy members to the club and stablecoins hitting record high issuance and clearing regulatory hurdles positioning USD backed stablecoins on the first line for a global take-over. Nonetheless macro volatility is NOT over, Bitcoin is becoming more aligned with the flow of traditional risk assets but still sitting on the higher end of the risk spectrum. This week the market closed trapping the bulls on a market capitulation driven by increased global uncertainty and aggressive US auto tariffs war. It's unclear when the broader market and investor positioning will turn around, but for now we think we’re still facing a fair amount of downside risk before turning to the upside. Top analysts forecast the first week of April for a Global M2 bottoming before starting to head upward with Bitcoin following the same path. Remaining cautiously and patiently bullish.
Crypto Fear & Greed Index
As of March 29
This week’s Crypto Fear & Greed Index delves deeper into the fear fields.
The crypto market saw significant volatility, driven by meetings between the SEC and industry experts and anticipation of new tariffs in the U.S.
JPMorgan forecasts massive growth of yield-bearing stablecoins
JPMorgan analysts predict that yield-bearing stablecoins could grow from 6% to 50% of the stablecoin market cap, driven by their appeal as interest-generating assets similar to money market funds. These stablecoins, including tokenized Treasurys, have surged in adoption, growing from $4 billion to over $13 billion since November 2024. Major crypto platforms now accept them as collateral, and their use in DeFi is expanding. (The Block)
EU banks fail to meet rising crypto investor demand
A Bitpanda survey reveals that European banks may be underestimating the demand for cryptocurrency services. Only 19% offer crypto products despite 40% of business investors holding digital assets. While 80% of institutions acknowledge crypto’s importance, internal barriers like a lack of resources and knowledge hinder adoption. With 27% of retail investors preferring to invest through banks, institutions risk losing revenue to crypto-native firms. As regulatory clarity improves under MiCA, more banks are considering crypto expansion, with 18% planning to offer related services soon. (Cointelegraph)
Full draft of the “STABLE Act of 2025” released, TLDR here:
The newly released draft of the STABLE Act of 2025 outlines strict regulations for stablecoins, aiming to enhance oversight and financial stability.
GameStop $GME joins the Team Bitcoin
GameStop, holding $4.8 billion in cash, has announced a $1.3 billion investment strategy for Bitcoin as a treasury reserve. The company also issued a zero-interest convertible note maturing in 2030, allowing investors to convert at $29.85 per share (a 35% premium over the current price), offering an implied yield of over 30%. This move follows past equity offerings that bolstered its cash position during stock volatility.
Proton enables sending Bitcoin over email using @ProtonWallet
Proton Wallet's Bitcoin via Email lets users send and receive Bitcoin using just an email address, removing the need for complex addresses.
Each transaction generates a unique address for enhanced privacy, while PGP encryption secures messages exchanged alongside payments. This feature simplifies Bitcoin transactions while maintaining strong security and privacy.
See how it is done here:
Rumble launches Rumble Wallet, integrating BTC and USDT to power creator payments
Rumble has launched Rumble Wallet, enabling content creators to receive payouts in USDT. This move, backed by a $775 million investment from Tether, aims to provide stable, predictable earnings while reducing reliance on ads. CEO Paolo Ardoino calls it “a wallet for the people,” reflecting a broader trend of social platforms adopting crypto for creator monetization.
Meme of the week:
Follow this space to receive the latest Digital Assets intelligence updates as this trends accelerate.
-DWI
Disclaimer: This content is for information and education purposes only and it is not intended to serve as investment, financial, tax or legal advice. Do your own research before investing.
