BitMEX co-founder Arthur Hayes, who has projected Bitcoin could reach $250,000 by year-end, said he would not allocate even $1 to BTC at the moment and prefers to wait. He plans to start buying again only after the United States Federal Reserve eases monetary policy and resumes large-scale money printing, a scenario he links to escalating conflict in the Middle East.

On Monday, blockchain analytics firm Arkham identified a transfer of 175 Bitcoin, valued at roughly $11.85 million, from Bhutan's primary government wallet to an address set up about a month earlier. Bhutan has mined around 13,000 Bitcoin since 2019 using surplus hydroelectric power and now holds about 5,400 BTC after years of periodic sales in $5–10 million batches. The proceeds from these Bitcoin disposals have reportedly been used to fund healthcare, environmental initiatives, and public sector wages.

Bitwise Chief Investment Officer Matt Hougan argued in a Tuesday memo that bitcoin could eventually trade at $1 million per coin if it captures a larger slice of the global store-of-value market. He noted that this market is currently just under $38 trillion, with bitcoin at about 4%, and projected it could grow to roughly $121 trillion within a decade. Under that scenario, bitcoin would need to reach around a 17% share of the market to justify a $1 million price, although Hougan also highlighted risks around slower market growth and bitcoin's adoption.

On March 10, Charles Edwards of Capriole Investments reported that roughly 80% of companies holding Bitcoin as a treasury asset are currently in unrealized loss, with a simple average acquisition cost near $90,000 and a weighted average around $81,000. He added that institutional and ETF holders are generally underwater as well, even as renewed treasury and ETF demand and a recent multi‑billion‑dollar BTC purchase by Strategy coincide with Bitcoin trading around $71,000.

Bitcoin is trading around $70,000 after a sharp correction from a recent move near $96,000, with price consolidating between $65,000 and $72,000. The Crypto Fear and Greed Index sits at 25, reflecting ongoing market anxiety even as selling pressure appears to ease.

Bitcoin is flashing a weekly candlestick structure that an analyst says previously came just before a collapse to below $20,000, and the same pattern has now shown up again. Market analyst Tony Severino argues this setup could pave the way for a drop toward $19,000 and considers a 74% correction historically normal, even as some traders doubt such a deep retracement. Despite these warnings, Bitcoin recently bounced back above $70,000 after falling to around $63,000, with gains over the past day supported by rising spot ETF inflows and easing geopolitical tensions.

Pseudonymous analyst PlanB says the Bitcoin Stock-to-Flow model points to an average price near $500,000 over the halving cycle running from 2024 to 2028. The model’s projected path reportedly climbs toward $500,000 around 2027, even as Bitcoin recently traded between the mid-$60,000s and above $70,000. Recent price swings have left BTC just above its realized cost price and 200-week moving average, levels some analysts view as key structural supports.

On Monday, BlackRock's iShares Bitcoin Trust ETF (IBIT) saw a net cash inflow of about $109.31 million while holding more than $53.2 billion in assets under management. As Bitcoin rebounded above $71,000 on Tuesday, March 10, IBIT's cumulative net inflows surpassed $62.58 billion and contributed to BTC trading around $71,410. Overall, U.S. spot Bitcoin ETFs recorded net inflows of approximately $167.03 million, lifting their total net assets to $88.34 billion.