Bitcoin has logged a sixth straight monthly decline after topping out at an all-time high of $126,000, and it is now trading near $66,794. Corporate holders have trimmed Bitcoin treasuries by roughly 1%, and BTC is approaching the $63,049 cost basis for coins accumulated 18 months to two years ago—an area that could decide whether selling accelerates.

Japan-based Metaplanet moved up to become the third-largest public company Bitcoin holder after buying 5,075 BTC worth $405M in Q1 2026, lifting its total to 40,177 BTC. The company says it plans to reach 100K BTC in 2026 and 210K BTC by 2027, but its current stash shows an unrealized loss of $1.5B as the position is valued at $2.7B versus a $4.1B cost basis.

On April 3, bitcoin traded largely sideways near $67,000 even as U.S. political developments and renewed geopolitical risks grabbed headlines. The session ranged from $66,345 to $67,195, leaving market cap around $1.34 trillion and 24-hour BTC liquidations below $31 million. Oil prices jumped at the same time, with WTI up about 11.4% to $111.54 and Brent rising 7.8% to $109.03.

Ark Invest CEO Cathie Wood said in an April 1 CNBC Squawk Box interview that Bitcoin may no longer face the 85%–95% collapses seen in past bear markets as institutions increasingly treat it as a separate asset class. With BTC trading around $67,000 on April 3, she added that even a 50% drawdown in 2026 would be viewed as a "victory" by the Bitcoin community.

Fidelity macro director Jurrien Timmer says ETP flow data indicate investors who left Bitcoin in late 2025 are rotating back as gold loses momentum. He describes Bitcoin’s drop from above $124,000 in October to near $60,000 as a "mild winter," with BTC now holding the $65-$70k area while it tries to build a base.

Bitcoin miner MARA has reduced its headcount by about 15%, describing the move as a strategic step tied to a broader shift away from pure-play mining. Affected employees are set to receive one month of paid leave plus benefits through April 30, 13 weeks of severance, and payout for unused PTO. The restructuring comes as MARA expands into energy, data center, and AI-related infrastructure initiatives.

Corporate Bitcoin holders are taking different paths as market pressure persists: Strategy kept its large BTC position unchanged, while Nakamoto Holdings sold Bitcoin at a loss and reduced exposure. Nakamoto sold about $20 million in March, including roughly 284 BTC near $70,400, cutting holdings to just over 5,000 BTC as it redirected proceeds to working capital and merger-related investments.

Bitcoin ATM totals in the United States declined in Q1 2026, falling from 30,788 on January 1, 2026, to 30,229 on April 1, 2026. The net change equals a drop of 559 machines, or 1.82%, after monthly counts rose through March before slipping sharply by April 1.