XWIN Research: The Bitcoin market is not collapsing; it is splitting into two segments., 2026/04/02 13:57:27

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XWIN Research: Bitcoin market is not collapsing — it is splitting into two parts0

Analysts from XWIN Research have indicated that the Bitcoin market is not currently experiencing a downturn but is instead undergoing a “structural division” into two segments, along with a shift in asset ownership.

According to XWIN Research, Bitcoin’s dynamics reflect not a typical correction but a more intricate process of capital redistribution. The two segments consist of short-term sellers and long-term investors accumulating the asset.

Throughout January to March, large-scale sales kept the price below the $70,000 mark. Meanwhile, the largest corporate public holder of Bitcoins, Strategy, continued to aggressively increase its holdings, purchasing over 88,000 amid declining prices. This accumulation of assets is gradually altering the distribution of ownership, enhancing the role of corporate holders, the analysts noted.

Experts also pointed out a shift in the balance of power. Public companies and investment funds are increasingly establishing themselves as systemic buyers, possessing access to substantial capital and borrowed financing—previously, such opportunities were concentrated among the early participants in the crypto industry who dictated supply.

Demand allows early Bitcoin investors to partially realize profits, while the overall supply does not vanish but is redistributed—from initial investors to corporate players, XWIN Research analysts reported.

Previously, experts from Fidelity Digital Assets, a specialized division of the financial giant Fidelity Investments, stated that in the current market cycle, Bitcoin’s decline has been around 50%, which is significantly less than in prior periods.