Bitcoin Breaks $80K, Institutions Keep Buying! Real Bull or Dead Cat?
@Tiger_SG：
$CME Bitcoin - main 2605(BTCmain)$ broke $80,000 on May 4 — its first time above that level since February 2026. $Circle Internet Corp.(CRCL)$ hit $120. Real drivers are institutional accumulation and regulatory clarity. Institutional Flows: This Time Looks Different $iShares Bitcoin Trust(IBIT)$ : AUM topped $1.1B, now holds ~14,200 BTC $Morgan Stanley Bitcoin Trust ETP(MSBT)$ : $100M inflows in its first 6 days, entirely from self-directed clients — advisor channel not yet open $Strategy(MSTR)$: +33% in April, +7% the day BTC broke $80K; bought ~29,914 BTC ($2.74B) in April alone Regulatory Signal: CLARITY Act Near a Key Milestone The biggest debate — stablecoin yield — is approaching initial consensus: rewards based on real activity permitted under a regulatory framework, with restrictions the banking industry negotiated. Legislative text expected to be released 4-5 days before committee vote. If passed, the Act would establish the first federal-level boundary between SEC and CFTC jurisdiction. $$CRC$$ is the direct beneficiary (USDC issuer). Polymarket probabilities for passage within the year remain elevated. Bank Price Targets for BTC 🎯 Is This the Real Bottom? Bitcoin is back above the 200-week MA — historically the inflection point in every major bear market (2015, 2019, 2022). In 2019, the bottom-to-recovery rally was nearly 2x in two months. Can BTC hold above $80K through May? Or does $60K still need one more test? Leave your comments to win tiger coins~ Are you playing this through ETFs, or through crypto infrastructure equities?
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