Indicador de tendencia de criptomonedas y acciones丨Strategy invierte 1,000 millones de dólares en una semana para aumentar su participación en Bitcoin, con un volumen de tenencia superior a 780,000 monedas; Bitmine realiza un plan de recompra de acciones por 4,000 millones de dólares (14 de abril)

Editor’s note: After one week, several of the “leading stocks in the crypto concept” we previously mentioned have experienced varying degrees of increase, with Circle showing the most significant rise, once again surpassing $100. In the long term, its target price remains around $130-150. Additionally, influenced by the energy war, mining companies are seizing opportunities to accelerate transformation, resulting in relatively small stock price fluctuations and more noticeable sector gains. Furthermore, related concepts to AI include “OpenAI investment concept stocks” such as WLD, and among meme coin treasury companies, following the impressive performance of TRON, listed companies related to TON, BERA, and DOGE have recently been active.

Below is a summary of last week’s crypto and stock market information compiled by Odaily Planet Daily, with all US stock data sourced from msx.com.

Iran war may see a turning point, mining profits pressured, accelerating transformation, institutions bullish on US stocks

Bitcoin miners prepare for 2028 halving: profits under pressure, energy tightening, industry shifting towards “infrastructure”

As the next Bitcoin halving (expected 2028) approaches, miners face a more severe operating environment than in 2024, when block rewards will decrease from 3.125 BTC to 1.5625 BTC, while energy costs rise, network hash rate hits new highs, and capital becomes tighter, continuously narrowing industry profit margins.

Data shows that mining companies have already entered the “deleveraging” and cash flow optimization phase: MARA Holdings sold over 15,000 BTC in March, Riot Platforms sold over 3,700 BTC in Q1, Cango sold 2,000 BTC to repay debt, and Bitdeer reduced BTC holdings to zero in February.

Industry insiders point out that miners are shifting from “pure hash rate competition” to “competition in capital and energy management.” GoMining CEO Mark Zalan stated, “Capital discipline is more important than hash rate expansion”; Cango also said that future operators with scaled and diversified energy layouts will have a survival advantage. Meanwhile, business models of mining companies are being reconstructed, shifting from single block reward income to “electricity + infrastructure” models, including participation in grid peak regulation, waste heat utilization, and AI computing demand, among other diversified income sources.

BlackRock restores overweight view on US stocks, sees Iran war impact as manageable

BlackRock strategists have resumed their overweight stance on US equities, believing that the impact of Middle East conflicts on global economic growth “may be controllable.” After downgrading risk and turning neutral weeks ago due to escalating Middle East tensions, a team led by BlackRock Investment Institute head Jean Boivin stated in a report on Monday that they have been monitoring “two signals increasing risk exposure,” including the resumption of shipping through the Strait of Hormuz and signs that the war’s impact on the economy is limited. They said, “We see progress on both fronts,” and that a ceasefire in the near term is “crucial,” with the threshold for returning to conflict being “higher.” BlackRock also emphasized the upcoming earnings season. “Even during the conflict, corporate earnings expectations are rising, partly benefiting from AI themes.” Regarding US stocks, BlackRock stated, “The impact of Middle East conflict on global growth is manageable, and strong earnings expectations—especially in the tech sector—lead us to maintain risk appetite.”

Weekly updates on listed crypto stocks

Representative companies in BTC treasury stocks

Strategy invests $1 billion weekly in Bitcoin, a 203% increase week-over-week

According to SoSoValue data, as of 8 a.m. Eastern Time April 13, 2026, the total net weekly buy-in of Bitcoin by global listed companies (excluding mining firms) was $1 billion, up 36% from the previous week.

Strategy (formerly MicroStrategy)) announced an investment of $1 billion (a 203% increase from last week) at a purchase price of $71,902 per BTC, acquiring 13,927 BTC, with total holdings reaching 780,897 BTC.

Japanese listed company Metaplanet did not buy Bitcoin last week.

Additionally, one other company bought Bitcoin last week. French Bitcoin company announced on April 13 an investment of $2.6 million at a price of $70,168.90 per BTC, acquiring 37 BTC, with total holdings reaching 2,925 BTC.

As of press time, the total Bitcoin holdings of global listed companies (excluding miners) in the dataset reached 1,047,244 BTC, a 1.35% increase from last week, with a current market value of approximately $74.29 billion, accounting for 5.2% of circulating Bitcoin market cap.

ETH treasury stocks representative companies

Bitmine increased ETH holdings by 71,524 ETH last week, with total staked ETH exceeding 3.33 million ETH

Ethereum treasury company Bitmine Immersion Technologies disclosed last week an increase of 71,524 ETH, with current crypto holdings including 4,874,858 ETH, 198 BTC, equity in Eightco Holdings valued at $85 million, and shares in Beast Industries worth $200 million. The total staked ETH amounts to 3,334,637 ETH (calculated at $2,206 per ETH, totaling $740 million).

Additionally, Ethereum treasury company Bitmine announced that its common stock began trading on the NYSE on April 9, 2026, under the ticker “BMNR.” Besides the listing upgrade, the board of directors unanimously approved expanding the 2025 share repurchase plan from $1 billion to $4 billion.

Ethereum treasury company The Ether Machine and Dynamix SPAC merger deal terminated

The Ether Machine and special purpose acquisition company (SPAC) Dynamix Corporation (ticker: DYNX) announced on Friday that they have agreed to terminate their previously planned $1.6 billion merger due to unfavorable market conditions. According to filings with the U.S. Securities and Exchange Commission (SEC), The Ether Machine must pay Dynamix a $50 million termination fee within 15 days.

The merger was first disclosed in July 2025, with plans for The Ether Machine to list on Nasdaq under the ticker ETHM. The deal included a fully committed PIPE financing of $1.5 billion (reportedly the largest of its kind since 2021) and approximately $170 million in trust funds from Dynamix, with the combined company expected to hold over 400,000 ETH on its books.

SOL treasury stocks representative companies

DeFi Development reports holding 2.22 million SOL and over 656,000 dfdvSOL as of the end of March

Nasdaq-listed Solana treasury company DeFi Development released its March operational report, disclosing holdings of 2.22 million SOL and an increase in the stablecoin protocol Apyx’s staked tokens from 513,000 to over 656,000. Additionally, DeFi Development stated it will continue strategic investments in the stablecoin protocol Apyx.

SOL Strategies acquires Darklake Labs for $1.2 million

Solana treasury company SOL Strategies announced the final acquisition agreement with Solana-native zero-knowledge technology firm Darklake Labs, with a total transaction value of about $1.2 million, approximately $1 million paid in common stock. After the acquisition, Darklake’s founding team, including former Meta/IBM engineer Vitor Py Braga, former Coinbase compliance executive Amber Hales, and ZK research lead Tiago Alves, will join SOL Strategies to promote privacy technology development within the Solana ecosystem.

Representative companies in meme coin treasury stocks

AlphaTON secures $43 million financing to support AI and privacy computing infrastructure

TON treasury company AlphaTON Capital announced a strategic financing agreement with Vertical Data totaling approximately $43 million, expected to close in Q2 2026. AlphaTON stated that this financing focuses on AI hardware deployment, accelerating its “privacy computing” and sovereignty AI infrastructure development, and supporting the integration of AI, digital assets, and confidential computing. Its AI and privacy computing infrastructure will also provide underlying computing power for partners like Telegram and Animoca Brands.

Eightco Holdings discloses 9% circulating WLD holdings, OpenAI investment accounts for 30% of total assets

Nasdaq-listed Eightco Holdings updated its holdings, revealing a total asset value of $321 million as of April 6, 2026, including 277,222,975 Worldcoin (WLD), 11,068 ETH, a $90 million investment in OpenAI, a $25 million investment in Beast Industries, and $110 million in cash and stablecoins.

Eightco Holdings states it currently holds nearly 9% of the circulating WLD supply, making it one of the largest public market participants in the Worldcoin ecosystem. Its investment in OpenAI accounts for about 30% of total assets, providing retail investors with an indirect way to hold OpenAI through the public market. CEO Kevin O’Donnell said, “Owning Eightco is like owning a part of OpenAI.”

US stock listed company Brag House shareholders approve merger proposal with Dogecoin official entity by 98% high vote

Nasdaq-listed Brag House Holdings announced that its shareholders approved the merger proposal with the official entity of Dogecoin Foundation, House of Doge, with over 98% of votes. The two parties plan to launch a listed platform connecting sports, digital finance, and blockchain infrastructure, integrating Brag House’s resources in college sports and media.

Greenlane approves $2 million stock repurchase plan, BERA holdings increase to 77.9 million

Nasdaq-listed BERA treasury company Greenlane Holdings announced its board approved a $2 million stock repurchase plan. The company also released its annual financial report, disclosing that after increasing holdings by 7.5 million BERA tokens, its total holdings as of April 7, 2026, reached 77.9 million, about 32% of the current BERA circulating supply.