Bitcoin maintained support near $68,000 on Tuesday while the US Dollar Index climbed from 96.6 to 99.4 over the past three weeks and gold slid 3.6%. At the same time, Bitcoin’s 30-day correlation with the Nasdaq 100 fell from 92% to 69%, and ETFs recorded $1.5 billion of net inflows since Feb. 24, highlighting resilient institutional demand despite a broader bear market.

MARA Holdings reported in its latest 10-K that it began selling Bitcoin in the second half of 2025 and plans to continue monetizing BTC in 2026 to improve financial flexibility. The miner holds a treasury of 53,822 BTC, part of which is used for passive income, and may sell additional coins depending on market conditions and capital priorities.

In a Monday filing with the US Securities and Exchange Commission, MARA Holdings said it may sell some of the Bitcoin on its balance sheet from time to time starting in 2026, after already allowing sales of mined coins in 2025. The update comes as major mining firms face higher production costs, post large 2025 losses and increasingly redirect infrastructure toward artificial intelligence and high-performance computing services.

On Tuesday, Trump family-backed American Bitcoin announced the purchase of 11,298 new ASIC mining machines for deployment at its Drumheller, Alberta facility, adding about 3.05 EH/s of capacity and lifting its fleet to 89,242 miners and roughly 28.1 EH/s. The company, which holds more than 6,000 BTC and reported a $59 million net loss in the fourth quarter driven by a $227 million non-cash mark-to-market charge, is deepening its Bitcoin-focused strategy despite share price weakness and ongoing market volatility.

Core Scientific has unloaded 1,924 BTC from its reserves, leaving just 613 BTC and pushing the miner to 59th place among corporate Bitcoin holders. MARA Holdings, which reported 53,822 BTC worth about $4.7 billion as of December 31, 2025, has revised its 2026 strategy to permit selling Bitcoin held on its balance sheet in addition to coins sold from daily output to cover costs.

On Tuesday, Bitcoin fell about 3% and slid back from the $70,000 mark as the closure of the Strait of Hormuz triggered fears over oil supplies and inflation across global markets. Stocks, oil and gold all saw heightened volatility, with gold retreating toward $5,000 support while BTC failed to turn key trend lines into support. Some traders argued that bears remain in control, while others highlighted Bitcoin's smaller drawdown versus major precious metals and viewed the lower end of its current range as a potential buying zone.

VanEck CEO Jan van Eck stated in early March 2026 that Bitcoin has already carved out a macro market bottom, arguing that the sharp decline in 2022 and consolidation in 2023 reset the cycle. He contends that the $60,000–$70,000 price band functions as a re-accumulation floor rather than a top, with spot BTC ETFs and institutional inflows absorbing miner selling pressure after the 2024 halving.

Strive vice president of Bitcoin strategy Joe Burnett projects that AI-driven technological deflation could pressure central banks into long-term monetary expansion, potentially lifting Bitcoin to $11 million per coin by the first quarter of 2036 and a $230 trillion market cap. His base case assumes Bitcoin's share of global financial assets rises from about 0.2% to roughly 12% and that global wealth compounds at 7% annually, implying around a 53% compound annual growth rate for BTC over the coming decade.