Is Anyone Still Bullish on Bitcoin and MicroStrategy? | Beyond Bitcoin

Amid a 35–40% Bitcoin pullback, institutions quietly accumulate while market-structure law, treasury allocations, and supply removal set the stage for a repricing.

Key Takeaways

Bitcoin is down ~35–40% since October; new range likely $70–100k with price near $76k—drawdowns are common and can reset market structure.
Institutions and treasury companies are systematically accumulating: public companies control ~5% of supply and treasury firms hold over 3%, tightening available Bitcoin.
Volatility and deleveraging have removed weak positions and leverage, creating a market reset where stronger firms survive consolidation.
Focus on allocation, not timing: ownership percentage of the fixed 21M supply drives long-term upside—plan strategic allocations accordingly.
A bipartisan market-structure crypto bill could pass in weeks; regulatory clarity would unlock capital as institutions seek permission to deploy cash.
Low sentiment plus ongoing supply removal often precede repricing—track corporate allocations, treasury flows, and on-chain supply for early signals.

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