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Latest / Bitcoin News Digest Podcast

Deep Dive 3/26/26

Executive Summary

Despite a period of significant microstructural headwinds—including a $1.1 billion corporate supply distribution by MARA Holdings and a major derivatives expiration event—the Bitcoin market has demonstrated statistically significant resilience. This stability is underpinned by a paradigm-shifting integration of Bitcoin into the foundational plumbing of the United States housing finance system, specifically through Fannie Mae’s formal acceptance of crypto-backed mortgages.

Simultaneously, geopolitical stability has deteriorated following the assassination of a top-tier…

The skinny

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