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Solana begins March under strong pressure. The SOL has accumulated a decline of over 31% compared to the previous month, with February recording a loss of 17%. But the depreciation of Solana's price is only part of the issue. Behind the chart, the economic engine that drove the coin until the end of 2025, its memecoin ecosystem has collapsed. And the on-chain data about investors, movements on exchanges, and activity on DEX confirm the same scenario: the sell-off is structural, not seasonal.

The market starts March under significant global risk aversion following the plunge of the tech giants on Wall Street, the imposition of Trump's new tariffs, and the joint attack by the United States and Israel against Iran. Bitcoin faces difficulties in sustaining the psychological support of $60,000 while institutional flows into ETFs show signs of exhaustion. The sentiment of 'extreme fear' prevails, leading traders to reassess their strategic positions.

This unstable scenario tends to impact altcoins with greater intensity; however, some manage to maintain upward movement. While the market awaits BTC to test $58,000, the rotation to resilient projects presents a window of opportunity. March tends to be a month of careful selection, where decoupling will be essential to outperform Bitcoin.

Israel and the United States conducted a joint attack on Iran in the early hours of Saturday, significantly increasing regional tensions. Bitcoin reacted immediately to the news, falling to $63,000 and widening daily losses to nearly 7%.

The Israeli Minister of Defense, Israel Katz, classified the operation as a “preventive action.” The Israeli government declared a national state of emergency, warning of possible Iranian retaliations using drones and ballistic missiles.

Bitcoin registered a sharp decline today (27), in light of the intensification of geopolitical tensions, falling to around $65,200 after several days of attempts to recover towards $70,000. The decline occurred after U.S. President Donald Trump suggested the possibility of a 'friendly acquisition' of Cuba, while Washington was strengthening its military stance in Israel.

This news has brought uncertainties to global markets. The crypto sector, which was showing signs of stabilization, responded quickly.

OpenAI confirmed on Thursday an evaluation of US$ 110 billion, raising expectations that it could carry out the largest initial public offering (IPO) in the history of the technology sector in the United States if it proceeds with going public.

The company has not yet filed for an IPO. However, the evaluation announced today (27) places OpenAI above several significant debuts in Silicon Valley and indicates strong support from major investors in the sector.

Helping AI reach more people requires deep collaboration across the ecosystem.

As memecoins caught attention in early 2026, when the sector advanced 23% in a single week, adding 8 billion dollars and raising the market value to $47.7 billion. PEPE led with a weekly jump of 65%, DOGE rose 20%, and SHIB followed with nearly 20%. However, as memecoins lost momentum, the market's focus shifted, and GameFi tokens have been one of the most consistent sectors for two consecutive months.

Axie Infinity registers a 72% increase year-to-date. Another highlight is the Power Protocol (POWER), a GameFi token that advanced nearly 100% in the last 24 hours, surpassing $2.00, with gains of 370% in a week. Despite a slight recent pullback, most of these returns still remain. Such intense movements in a stable market scenario require in-depth analysis.

The price of Ethereum has dropped by about 1.4% in the last 24 hours, extending its recent weakness. At first glance, this movement seems like a common correction within a consolidation phase. However, this drop was not random. It occurred shortly after a warning signal appeared on the daily chart, indicating that the recent recovery may already be losing strength.

What makes this moment different is the reaction of the operators. Instead of reducing risks, leveraged long positions have surpassed US$ 1 billion. This creates a dangerous contradiction: the same conditions that warn of a possible more intense drop also attract aggressive bullish bets. This mismatch could be decisive for Ethereum's next big move.

The Central Bank (BC) published three resolutions yesterday (26) that expand regulatory control over crypto brokers. The measures deepen the formal oversight initiated on February 2, 2026. Resolution 5,280 of the National Monetary Council (CMN) includes virtual asset platforms in Complementary Law 105 of 2001, the same law that governs the banking secrecy of traditional banks.

The rule comes into effect on March 1. Brokers now have formal obligations for data protection and must provide client information to Coaf (Council for the Control of Financial Activities, an anti-money laundering agency) and the Federal Revenue whenever requested.

Dogecoin (DOGE), the memecoin with the largest market capitalization and liquidity in the crypto market, shows various potential signs of a new short-term rally.

Swissblock's analyses and their significant correlation with Bitcoin fuel expectations that DOGE may recover after five consecutive months of decline.

The Altcoin Vector, Swissblock's institutional research arm for altcoins, recently pointed out that DOGE's Impulse index shows a significant signal. The Impulse index is a unique indicator from Swissblock that measures the momentum of an altcoin.

Although the market recovery in February remains fragile, it revealed some significant signs. These indications led analysts to project that an altcoin season may emerge in March.

However, investor sentiment is still cautious, with capital prioritizing Bitcoin over altcoins, which may hinder a broader recovery.

Hope returns to the altcoin market in March

Data from CryptoQuant shows that only about 5% of the altcoins listed on Binance are trading above the 200-day simple moving average (SMA of 200 days). Therefore, 95% remain below this threshold, reflecting the weak performance of altcoins.

Eight of the ten most profitable addresses on Polymarket would be linked to insiders who together made over $1.2 million betting on the insider trading investigation conducted by ZachXBT regarding Axiom.

The occurrence reveals how early access to investigative results can create asymmetrical advantages on decentralized prediction platforms.

Why this matters:

Insiders trading based on non-public investigative information distort outcomes in open prediction markets, harming regular bettors

The total market capitalization of cryptocurrencies (TOTAL) experienced a slight decline today, following the trend of the traditional market. Bitcoin (BTC) showed a similar decline, although smaller, while Kite (KITE) recorded a decline of 12%, despite having reached a new all-time high.

In today's news:

Jack Dorsey announced that Block will cut more than 4,000 jobs, reducing its workforce from over 10,000 to less than 6,000 employees. He stated that the layoffs are linked to efficiency gains driven by artificial intelligence, and not to financial difficulties, as gross profit and profitability continue to improve.

Global money supply reached a new historical record in December 2025, reinforcing a liquidity scenario that has historically favored safe-haven assets.

Gold reacted accordingly, maintaining its upward trajectory despite sharp but brief retreats. However, Bitcoin, often referred to as 'digital gold,' exhibited more volatile price fluctuations.

Bitcoin's dual identity weighs on the price with a retreat in risk appetite

Global liquidity continues to expand rapidly. According to the Kobeissi Letter, global money supply reached a record level of US$ 144 trillion in December 2025. Compared to the same period the previous year, there was an increase of US$ 13.6 trillion, or 10.4%.

The price of Bitcoin has been falling in recent sessions, reflecting the caution of the crypto market. BTC continues to face significant resistance, limiting buying strength.

Despite the slow decline, structural indicators point to accumulation behind the scenes. It is still unclear whether this conviction will result in a recovery of prices.

Bitcoin investors approach a new milestone

Santiment data shows that Bitcoin is close to reaching a significant milestone. The network is about to surpass 20 thousand wallets with at least 100 BTC. At current prices, each wallet with 100 BTC represents about $6.78 million in value.

The price of Strategy's shares failed to maintain the high despite the company continuing to buy more Bitcoin. The latest acquisition, of $40 million on February 23, coincided with a new start of decline in the shares. However, this was not the only factor influencing performance.

While MSTR's stock fell more than 9% on February 24, there was a recovery of 16% on February 25, signaling a reaction. At the time of this report, it shows a decline of more than 3% compared to yesterday's close. The shares now accumulate a drop of about 4% from last Friday's peak and nearly 63% over the six-month period, raising concerns about a broader pullback, even with the increased position in BTC.

XP announces the first edition of Expert Trader, an event exclusively focused on traders, a public that operates variable income (stocks, futures contracts, and other high-turnover assets). The meeting will take place on March 27 and 28 at the Transamérica Expo Center in São Paulo, with an expectation of gathering 2 thousand participants. The debut already features prominent names: Tom Hougaard, a global reference in trading psychology and author of the best-seller Best Loser Wins, and Ralph Acampora, considered the godfather of technical analysis (a method that uses charts and price patterns to predict market movements) and one of the most influential analysts in the history of Wall Street.

The price of Cardano still accumulates a rise of almost 12% in the last 24 hours, remaining close to US$ 0.29 after recovering from recent lows. At first glance, this dynamic suggests the beginning of a broader recovery. The asset even attempted a breakout that projected an appreciation of approximately 38%, reaching US$ 0.41. However, so far this breakout has not materialized.

The rejection did not occur abruptly. Even after significant purchases by large investors, totaling around US$ 340 million, the appreciation was blocked. The real scenario is more complex. Various hidden factors, including conflicting movements of whales and liquidation risk, discreetly prevented the advance of the rise.

Brazil has been without any conventional IPO (Initial Public Offering) for more than four years at B3, the Brazilian stock exchange. In this vacuum, an alternative practice has grown: the reverse IPO. The operation works like this: a non-listed company buys the control of another that is already trading shares on the stock exchange and inherits its registration. In practice, it is a shortcut to debut in the capital market without going through the traditional process of going public.

The problem is that this shortcut does not have prior oversight. There is no specific regulation from the CVM (Securities and Exchange Commission, the body that regulates the capital market in Brazil) or from B3 for this type of operation. The incoming company does not need to be approved by either of the two before reaching the stock exchange.

The price of XRP has faced difficulties in making a consistent recovery in recent weeks, but it continues to defend an important support. The altcoin avoided a sharper decline even after repeated tests at lower ranges. This resilience indicates possible accumulation.

Investor sentiment was initially cautious. However, both in the spot markets and in derivatives, participants have been positioning themselves for a possible recovery.

XRP is not very far below market value.

The price of Ethereum is struggling to maintain a consistent recovery, despite the 11% jump recorded in the last 24 hours. The appreciation brought a temporary improvement in sentiment; however, ETH remains trapped in a broader consolidation structure. The persistent hesitation of investors continues to limit the asset's advance.

The main altcoin has lagged behind several large-cap competitors in recent weeks. While Cardano and Chainlink have shown relatively more significant returns, attempts at recovery for Ethereum have frequent interruptions. The resilience — or lack thereof — of investors still poses a significant challenge to stabilizing the price of ETH.