#Gate广场五月交易分享 Bitcoin breaks through 80k, MicroStrategy begins to lock in floating gains of 3.926 billion USD, and analysts predict a return to 100k is just around the corner Bitcoin makes a strong rebound, surging past 80,000 USD. After ETH follows and breaks above 2,400, it then pulls back slightly—currently quoted at 2,391. Strategy (formerly MicroStrategy) currently holds a total of 818,334 BTC; its market value has returned to above 65 billion USD and it has started generating profits. It is now valued at 65.74 billion USD, with an average cost of 75,537 USD, and currently shows an unrealized gain of 3.926 billion USD. Over the past 4 hours, liquidations across the entire market totaled 230 million USD. The major liquidations were from short liquidations, with short liquidations totaling 220 million USD, and long liquidations liquidated at 7.93 million USD. However, Strategy’s founder Michael Saylor disclosed yesterday that it will pause this week’s routine Bitcoin purchase plan—this is the second time this year it has paused weekly accumulation. U.S. stocks’ crypto-related concept sector is broadly up. Circle is up more than 5%, Coinb is up nearly 3%, and Strategy (MSTR) is up more than 2%. MSTR’s intraday gain reaches 7.08%. The stock-price performance of related listed companies has significantly outpaced Bitcoin’s own rise, reflecting both the leverage effect and amplified market sentiment. It is reported that Strategy is expected to release its Q1 earnings on Tuesday. Market expectations are for a loss of 18.98 USD per share, higher than last year’s loss of 16.38 USD for the same period. Bitcoin returning to 100,000 USD isn’t lacking a story—it’s just a matter of time! Renowned Wall Street analyst Michael van de Poppe pointed out that the market doesn’t need to be overly fixated on finding new narratives, because “price increases naturally create narratives.” Even though earlier this year the AI industry has siphoned off a large amount of capital, and veteran traders believe the CLARITY Act is hard to ignite a surge; meanwhile, White House advisors have leaked in advance that the Trump administration will release major news within the next few weeks regarding the “U.S. Bitcoin Strategic Reserve,” which may become the ultimate shock to ignite the next leg of the bull market. In 2018—2019, after Bitcoin fell for 6 months, it entered a 5-month run of consecutive gains. In 2025—2026, after Bitcoin fell for 5 months, it has already been on a 3-month streak of consecutive gains. Will history repeat itself? It’s worth looking forward to…

Summary of the overall market trend today

What happened this weekend in the crypto market? • $150 million in short positions on cryptocurrencies were liquidated in one hour • Bitcoin reached $80,000 and Ethereum $2,350 • Arbitrum voted to unlock $71 million in ETH to limit the impact of the Kelp DAO exploit • KKR committed $10 billion to build power plants and data centers dedicated to AI • Peter Thiel's Founders Fund raised $6 billion in its 4th funding round • GameStop proposed to buy eBay for $56 billion • The Central Bank of Brazil banned the use of Bitcoin and stablecoins in cross-border payments starting October 1st • The NYSE plans to allow trading of tokenized securities alongside traditional stocks • Tensions between the United States and Iran impacted US mortgage credit, while China instructed its companies to ignore US sanctions • Elon Musk now aims for a net worth of $10 trillion after surpassing $800 billion • Bitcoin miners are expected to earn more from AI than mining by the end of 2026 • Solana Labs co-founder warned about the risk of quantum computers for Ethereum layer 2 solutions • Argentina's Securities and Exchange Commission expanded tokenization rules to more assets • New York prosecutor recovered $5 million from Uphold for a deceptive yield product • KB Financial partnered with Pantera Capital to strengthen its blockchain strategy • Goldman Sachs announced its best first quarter in five years • Coinbase's Anthony announced an agreement on a key provision of a US crypto bill • The proposed compromise on stablecoin yields is about to be published • Trump threatened to resume strikes against Iran after declaring plans to take control of Cuba • Bitcoin's return on investment remained positive over the past three months, reaching $79,000 • About 83% of BitMine's ETH holdings are now staked • The amount of ETH pending withdrawal from staking surged by 72,000% in two weeks • Active stablecoin addresses increased by 673% over five years • OPEC+ announced an increase in production as oil prices exceeded $125 • 60,000 people hold three times more wealth than the bottom half of the global population • Hyperliquid launched its first prediction market on the mainnet • Saylor stated that no Bitcoin purchases took place this week • Anthropic finalized a $1.5 billion joint venture with Blackstone, Goldman Sachs, and Hellman & Friedman