Experts from “Deutsche Bank” indicate that the current weakness of Bitcoin is driven by several key factors. According to a study published on the CoinDesk platform, the main reasons are the exit of institutions from the market and delays in regulatory issues.
Specialists note that the current state of the cryptocurrency market demonstrates a decline in interest not only from large investors but also at the regulatory level, which cannot be attributed to a single macroeconomic shock. According to them, the three main factors pressuring Bitcoin include a continuous outflow of funds from institutional investors, changes in the traditional market relationships of Bitcoin, and a loss of the regulatory momentum that previously supported liquidity and reduced volatility.
Numeric Indicators and Trends
“Deutsche Bank” notes that since November 2025, there has been a persistent negative trend in ETF structures related to Bitcoin. At the same time, the performance of the assets has significantly decreased, as the reduction in the share of large investors leads to declining trading volumes and makes Bitcoin more vulnerable to sharp price fluctuations.
Research shows that the acceptance level of cryptocurrencies among American consumers has decreased from approximately 17% in the middle of last year to 12% today, indicating a decline in enthusiasm not only on Wall Street but also among regular users.
Combating Regulatory Barriers
Another important factor is the delays in passing the “Clarity Act” in the United States, which paves the way for compromises between the banking sector and crypto companies, particularly on stable coin issues. Experts believe that such delays have already “nullified” previous successes in ensuring stability in the industry.
Despite the adjustments made, “Deutsche Bank” analysts warn against excessive interpretations of the current situation. Even after the decline, the price of Bitcoin remained about 370% above the level at the beginning of 2023, indicating speculative volumes accumulated during previous rallies.
Previously, technical analyst Peter Brandt described the fall of “digital gold” as a planned campaign by major market players.