#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…