Bitcoin (BTC) is facing a major shift in demand from companies in the first quarter of 2026, with Strategy (MSTR) adding more than 45,000 BTC to its balance sheet, while corporate activity remains muted. Treasury concentration has hit extreme levels and continues to increase, as Strategy holdings grow while other companies lag. Meanwhile, Bitcoin remains in a largely bearish trend, falling by approximately 48% from its record high of $126,999. The crypto king is trading slightly above $66,000 at the time of writing on Friday, weighed down by risk-off sentiment and volatility due to the United States (US) and Israel's ... (full story)