Good Morning,

Here's a quick preview of today’s content: FBI investigates malware found in PC games, Senate leader says Clarity Act unlikely to advance before April, Former investment banking execs launch crypto prop firm, F1's crypto sponsorships at risk as conflict forces cancellations, Judge rejects RICO claims in lawsuit over Pastor crypto ponzi, and so much more

Happy Monday - Let’s dive in.

Market Snapshot

Click here to learn more about the Gannon’s portfolios and subscribe to the strategies on Autopilot.* Since inception (7/7/25), Gannon’s Crypto Portfolio is up +6.00%

• Bitcoin reclaims $73,000, rising to one-month high and outperforming gold and stocks as Iran war intensifies

  • BTC ETFs extend inflow streak to five days for first time in 2026, set for best week since Sept 2025

  • ETH, SOL, and ADA zoom higher as crypto shrugs off stock weakness

  • TRUMP memecoin surges +66% following gala promotion as whales scoop up tokens

  • Circle's USDC volumes top Tether's USDT for first time since 2019

• Crypto holds, defying rising dollar, oil pushing toward $100, and US bond yields despite Trump warning of more strikes

Prediction Markets

• Bettors on Polymarket are predicting what will crude oil hit by end of March?

• Track and trade live odds on any event, only on Polymarket

Headline Roundup
^{_{The major headlines driving crypto markets}}

• Billionaire investor Stanley Druckenmiller bullish on stablecoin growth (DC)

• Dubai crypto event postponed as Iran war continues (BBG)

• Boris Johnson calling Bitcoin a ‘Ponzi’ draws rebuttal from Michael Saylor (CD)

• F1's crypto sponsorships at risk as conflict forces cancellations (CD)

• Ethereum Foundation sells 5k ETH to Tom Lee's BitMine (DC)

• HSBC and Standard Chartered get stablecoin licenses in Hong Kong (BBG)

• US sanctions 2 firms that launder $800M for North Korea (CD)

• Judge rejects RICO claims in lawsuit over Pastor crypto ponzi (DC)

• Crypto lender BlockFills files for Chapter 11 bankruptcy (TB)

• Aave and CoW Swap publish post-mortems after $50M disaster (TB)

• BlackRock's Ether ETF records $15.5M volume on first day (TB)

• Former investment banking execs launch crypto prop firm (FM)

• Probe reveals details in $5M deal linking Milei to Libra promotion (TB)

• Vitalik Buterin promotes update simplifying Ethereum software (CT)

• Crypto millionaire’s Nevis project offers residents $100 a month (CT)

• Circle tokenized treasuries market hits record $11B (CD)

• Tether CIO Richard Heathcote steps down (BL)

• Ethereum Foundation publishes new mandate defining its principles (CD)

• South African Eskom considers discount for Bitcoin miners (BM)

• PIP Labs sheds staff for shift into AI (DC)

Venture Capital

• Orbs, an investment-focused firm, raises $125M led by BitMine Immersion with contributions from ARK Invest and Payward (PM)

• PIP Labs, the dev of Story Protocol, raises $80M at $2B valuation led by Andreessen Horowitz (DC)

• MetaComp, a digital wealth provider, raises $35M backed by institutional investors including Alibaba and Spark Venture (PS)

• Arkade, a Bitcoin execution-layer, raises $5.2M with participation from Tether, Sats Ventures, Contribution Capital, and Anchorage (MSN)

Access the complete VC deal flow on Fundable.

M&A Announcements

• KRAKacquisition, a Kraken-linked SPAC, targets crypto firms valued up to $10B (DC)

• Fintech platform Ramp acquires payments infrastructure firm Billhop (BBG)

Launches

• MoonPay introduces Ledger-secured AI crypto agents (CD)

• KuCoin launches perp futures tracking Tesla and Strategy (CT)

• Pumpfun launches buyback tool for AI agent tokens (TD)

• Ammalgam launches strategy Vaults (TB)

Regulation

• Senate leader says Clarity Act unlikely to advance before April (TB)

• Democrats oversee reported DOJ probe into Binance (CT)

• SEC dismisses civil fraud case against BitClout (TB)

• Custodia's fight for Fed master account ends in court loss (TB)

Cybersecurity

• FBI investigates malware found in PC games (DC)

• Venus Protocol left with $2M after exploit manipulates token price (TB)

• DOJ and Europol take down network tied to crypto fraud (CT)

Extra Reads

• This year’s tax season could be confusing for crypto investors as the IRS rolls out a new reporting system - Here's what you need to know

• The race for the "everything exchange" makes Wall Street operators and crypto exchanges rivals and partners at the same time - Here’s why Nasdaq and NYSE are putting the equity market on-chain

• Experts say artificial general intelligence lacks a clear definition or arrival point, despite promises from Silicon Valley and abroad - But what is AGI?

Chart of the Day

"Altcoin season" social media mentions at multi-year lows

Meme Dump

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*DISCLAIMER: Investment advice provided by Autopilot advisers LLC, an SEC registered investment advisor. Past performance does not guarantee future results. Investing carries risks including the risk of the loss of principal. Performance doesn’t include fees. See more here.