Geopolitics

Google’s quantum AI team research indicates that the quantum computing power needed to break Bitcoin is far lower than expected, possibly less than 500,000 qubits. Research simulations show that hackers can intercept ongoing Bitcoin transactions within 9 minutes, and that about one-third of Bitcoin is stored in wallets that have already been exposed, increasing the risk of quantum attacks. While Bitcoin’s Taproot upgrade strengthens privacy, it also exposes public keys, increasing asset risk.

Due to the impact of the Middle East situation, the gold market has been extremely volatile, with this month’s expected decline reaching 14.6%. Even though Trump has signaled a more conciliatory stance, geopolitical conflicts have pushed up oil and gas prices, putting pressure on gold’s performance. Analysts believe that the outlook remains optimistic in the long and medium term, but in the short term, gold prices may face pullback pressure.

Analyst Darkfost pointed out that more than 40% of altcoin prices are approaching historical lows, reflecting market pressure and structural issues. Despite the downturn, identifying resilient projects may deliver long-term returns. Investors should focus on fundamentals and market resilience, uncovering opportunities at lower levels to prepare for the coming phase of divergence in market conditions.

Crypto firms Archblock, TrustToken, and TrueCoin have filed for bankruptcy due to financial devastation after Techteryx failed to pay invoices and was defrauded by an Eastern European criminal group. The company has also been involved in multiple legal disputes, facing tax issues and high-risk investment losses, highlighting potential risks in the stablecoin industry.

The U.S. Department of Labor has proposed allowing 401(k) retirement plans to invest in cryptocurrencies, a regulatory tug-of-war over tens of trillions of dollars in retirement savings—from the “extremely cautious” stance in 2022 to the safe harbor rules in 2026. This article is sourced from Lulukku Betchi Cao and compiled by BlockTempo. (Recap: Can Trump’s “White House review” pave the way for 401(k) retirement funds to buy crypto—will Bitcoin be pushed up by $12 trillion in capital?) (Background: SEC Chair Atkins: The time has come to include cryptocurrencies in 401(k) retirement accounts) Table of Contents Toggle From “Extremely Cautious” to Safe Harbor A Four-Year Standoff Trump’s Executive Order The Gate of Tens of Trillions The Risk of a Pregnancy Lasting Ten Months The Real Stakes $14.2 trillion. This is the amount the United States has determined for defined-contribution retirement—

U.S. spot Bitcoin ETFs experienced approximately $296 million in net outflows from March 24 to March 27 due to growing market risk aversion amidst geopolitical and macroeconomic pressures, indicating broader investor de-risking trends.

By the end of March 2026, due to remarks by Iran’s parliamentary speaker and comments by Trump that influenced the U.S. stock market sentiment, the U.S. stock market experienced volatility, and the S&P 500’s market capitalization rebounded by approximately $900 billion in the short term. The market is highly sensitive and responds noticeably to political statements. Despite the stock market rebound, oil prices remain high, and ongoing geopolitical impacts continue to attract investor attention; the future market trend will depend on the progress of negotiations.

Legislator Ko Ju-jun suggested adding Bitcoin and stablecoins to Taiwan’s foreign exchange reserves, emphasizing their potential advantages in a special geopolitical environment. The central bank governor, Yang Chin-lung, remains cautious on this, saying that the volatility risk makes Bitcoin unsuitable as a reserve asset, but acknowledging the possibility that “times and space will change.” Overall, in the short term, the plan to include these digital assets in foreign exchange reserves is difficult to implement.

Following a quiet weekend with little to no actual price moves, bitcoin and the altcoins could be primed for more fluctuations as the business week unfolds due to several big events in the US. Perhaps the two that are likely to attract the most attention will take place on Monday and

A Chainalysis report says that organizations such as Russia and Iran use cryptocurrencies to buy low-cost drones and parts, and use blockchain transparency to trace the flow of funds. The Russian side raised $8.3 million for drone procurement, while Iran found transaction records between its Revolutionary Guards and a Hong Kong supplier. The report emphasizes that blockchain can reveal evidence of sanctions violations and promote compliant oversight of cryptocurrencies.

U.S. Senators Bill Cassidy and Cynthia Lummis introduced the “American Mining Act,” aiming to bring Bitcoin mining back to the United States, establish an “American Mining” certification program, strengthen the mining industry’s infrastructure, promote domestic manufacturing of green mining hardware, and incorporate strategic Bitcoin reserves into the legal framework. This marks an important shift in the United States’ digital asset strategy and is expected to spur domestic investment and technological innovation.

FGE NexantECA predicts that if the Strait of Hormuz is closed for six to eight weeks due to a war involving Iran, oil prices could surge to $150 or $200 per barrel, as losses from supply disruptions would be enormous. Fesharaki, the Honorary Chairman, said that Trump’s remarks have limited impact, and that the actual situation will drive prices higher.

Federal Reserve Chair Jerome Powell spoke at Harvard University, emphasizing economic uncertainty and unclear policy direction, causing markets to hold off. Bitcoin has been trading sideways around $67,400, showing some resilience. Powell mentioned inflation and the state of the job market, suggesting that policy room is limited. Market expectations for future policy changes have been muted, and both traditional markets and crypto assets are waiting for key catalysts.

Trump may be ready to walk away from the Iran war. Markets aren't sure what that means yet. Bitcoin traded at $67,545 on Tuesday morning, roughly flat over 24 hours after recovering from a dip below $65,200 that briefly marked its lowest level since the war began in late February. Ether held

Dubai has officially established regulations for cryptocurrency derivatives, aimed at enhancing the legal framework for digital assets. The new rules, issued by VARA, allow individual investors to participate while enforcing strict suitability assessments, margin controls, and leverage limits to mitigate risks. This move reinforces Dubai's position as a crypto hub, balancing financial innovation and investor protection. The actual market impact will depend on effective implementation of these regulations.

Bitcoin remains stable around $67,500 as speculation grows about Donald Trump's potential to de-escalate tensions with Iran. This stability reflects a cautious investor sentiment amid broader market volatility driven by geopolitical concerns.

On March 31, 2026, the Bitcoin price has been trading in the vicinity of $67,500, showing a certain level of resilience despite uncertainty surrounding the situation in the Middle East. The market is watching for signals from Trump regarding an end to the Iran conflict, which is boosting sentiment for risk assets. Volatility in global markets is increasing, and the crypto market continues to perform better than traditional assets. Analysis suggests that Bitcoin has strong shock-absorbing capacity. Going forward, attention will be on the progress of the war and its impact on liquidity and inflation.

Google’s quantum AI team published a white paper stating that future quantum computers could crack the ECDLP-256 elliptic curve cryptography with fewer resources, posing a threat to cryptocurrency security. It recommends immediately initiating a post-quantum cryptography (PQC) migration, avoiding the reuse of wallet addresses, and paying attention to policy choices for abandoned addresses. Google proposed a zero-knowledge proof to securely disclose the vulnerability, and set 2029 as the deadline for quantum-resistant migration to ensure the industry is sufficiently prepared.

The US-Israeli coalition continues to carry out military actions against Iran, and Israel carried out 170 airstrikes against Tehran within 24 hours. A Kuwaiti oil tanker was hit by an Iranian drone attack, raising concerns about energy supply and pushing oil prices above $100 per barrel. Experts are concerned about Trump’s threat to attack Iran’s civilian infrastructure, saying it could violate international law. Global markets came under pressure as tensions escalated, especially as demand increased for oil and safe-haven assets.