Crypto Stocks Slide as Treasury Models Face Pressure

Analyst downgrades weigh on COIN while digital asset treasuries confront headwinds

Crypto Market Overview

Bitcoin, ethereum, and solana traded lower on Thursday, falling alongside broader equity markets. The crypto market retreat pressured related stocks and highlighted growing stress among digital asset treasury companies. Yahoo Finance reported cryptocurrencies slipping as the broader market indices declined.

Crypto Stocks

$COIN shares dipped after Barclays slashed its price target, while Bernstein maintained its 'Outperform' rating but reduced its target from $440 to $330 on March 30, citing steep discounts across crypto-linked stocks. $MSTR and other digital asset treasury firms faced 'acute stress,' with Bitcoin treasury Nakamoto announcing it sold some of its crypto holdings this week, though some firms' conviction remains unshaken. The Tuttle Capital MSTR 0DTE Covered Call ETF announced it will liquidate based on the adviser's recommendation.

Payments & Banking Integration

$COIN and Stripe backed competing AI payment protocols as 97 million transactions were logged, with Big Tech and payments leaders joining the x402 foundation under Linux Foundation while rival MPP and Tempo blockchain gained traction. $HOOD's banking arm reached more than $1.5 billion in deposits from nearly 100,000 funded customers, growing roughly 50% since launching in November 2025, as the banking products sit alongside crypto offerings in its platform push. BofA warned retail brokers could see reduced engagement and lower organic growth amid economic fallout from the Middle East conflict.

Regulation & Policy

The Trump administration sued Arizona, Connecticut, and Illinois on Thursday to stop what it called their unlawful efforts to regulate prediction markets. The regulatory action adds to uncertainty facing crypto-adjacent platforms as states attempt to assert oversight.

Looking Ahead

Market participants will monitor whether digital asset treasury firms continue accumulating or capitulating amid price pressure. The bifurcation between traditional crypto exchanges facing analyst downgrades and emerging AI payment protocols backed by major players signals ongoing sector transformation. Broader market volatility and geopolitical tensions may continue to weigh on crypto-related equities in the near term.

Important Disclaimer — Not Investment Advice

Disclaimer: This article is provided by Money365.Market for general information and educational purposes only. It is not financial advice, a personal recommendation, or an inducement to buy, sell, or invest in any security or product. Capital is at risk and the value of investments can go down as well as up; past performance does not indicate future results. You should seek independent advice from an FCA-authorised adviser before making any financial decision.

Cryptoassets are high risk and largely unregulated. Do not invest unless you are prepared to lose all the money you put in. Prices are extremely volatile, and you should not expect protection from the UK Financial Services Compensation Scheme or the Financial Ombudsman Service if something goes wrong.

Read the full disclaimer — 8 further points, including total-loss risk, our regulatory status and conflicts of interest

Nothing here is an offer or a solicitation to buy or sell anything, and reading it creates no advisory or fiduciary relationship between you and Money365.Market. Any decision you take is your own.

You can lose money — including all of it. Individual companies can and do fail, and some of the assets discussed can fall to zero. Only commit money you can afford to lose, and never borrow to invest on the strength of anything you read here.
Forecasts are opinion, not fact. Any valuation model, scenario, fair-value range, estimate or other forward-looking statement is illustrative, rests on assumptions that may prove wrong, and is never a price target, a forecast of actual outcomes, or a promise of any return.
Published at a point in time. Figures were believed accurate on the publication or last-updated date shown above and are not maintained afterwards; we are under no obligation to update them. Market and company data comes from third-party sources and is provided without warranty of accuracy, completeness or timeliness.
Automated content. This brief was compiled by an automated pipeline from validated news and market-data sources and passed through editorial and compliance checks. Automated content can still contain errors — verify anything you intend to rely on.
We are not regulated. Money365.Market is not authorised or regulated by the UK Financial Conduct Authority, is not registered with the U.S. Securities and Exchange Commission or FINRA as an investment adviser or broker-dealer, and is not a tax adviser. We hold no licence to give personal financial advice and do not do so.
Interests and independence. Money365.Market is not affiliated with, endorsed by or sponsored by any company, fund, exchange or platform mentioned, and is not paid to feature them. The author may hold positions in securities or assets discussed. The site earns revenue from advertising, subscriptions and, where labelled, affiliate links; this does not influence what we publish.
Your jurisdiction matters. Tax treatment, contribution limits, product availability and investor protections differ by country and can change. Speak to a qualified tax professional for tax matters, and to a locally licensed adviser if you are outside the UK.

Full terms: Disclaimer · Terms of Service · Privacy Policy