In a March 2 thesis, Joe Burnett, VP of Bitcoin Strategy at Strive (Nasdaq: ASST), argues that bitcoin could climb to $11 million by the first quarter of 2036 as artificial intelligence drives structural deflation while policymakers keep expanding liquidity. He projects a bitcoin network value of about $230 trillion by 2036, or roughly 12% of an estimated $1.97 quadrillion global financial asset base, with scarcity, monetary debasement and AI-led productivity gains channeling capital into BTC as a long-duration savings asset.

On Tuesday, Africa Bitcoin Corporation executive chairman Stafford Masie told the Coin Stories podcast that in some African circular economies, locals treat Bitcoin as everyday money and prefer satoshis over U.S. dollars amid rapid currency debasement. He contrasted 4%–5% annual inflation in Western markets with similar levels occurring within an afternoon in parts of Africa and likened the shift to the continent's leap from legacy systems to mobile technology and digital assets.

MARA Holdings, one of the largest Bitcoin mining firms, has disputed claims that it plans to sell most of its Bitcoin after a new treasury filing. Vice president for investor relations Robert Samuels said the 2026 10-K only broadens the company's ability to sell BTC when warranted, while MARA continues to hold 53,822 BTC worth about $3.7 billion. The miner has also diversified by buying a 64% stake in France-based Exaion, a high-performance computing and blockchain infrastructure provider.

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.